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Original filing (PDF)20251010123239NAL0012595744001
KEECO, LLC
Form 5500
FILING_RECEIVED
KEECO 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,051
Accounts w/ balance
1,793
Plan assets (EOY)
$70.7M
Net assets (EOY)
$70.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 180% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEECO, LLC.
Plan sponsor
Name
KEECO, LLC
EIN
03-0497289
Address
26460 CORPORATE AVE · SUITE 250 · HAYWARD, CA · 94545
Phone
(561) 997-6900
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $215K | — |
| ONEDIGITAL INVESTMENT ADVISORS, LLC | 82-1434504 | — | NONE | $75K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $27K | — |
Investments
30 direct securities· $70.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | — | — | — | $13.2M | 18.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $10.9M | 15.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $7.9M | 11.2% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $7.0M | 9.9% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $7.0M | 9.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $3.9M | 5.6% | |
| Fidelity 500 Index Fund | — | — | — | $3.8M | 5.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $3.5M | 5.0% | |
| Vanguard Target Retirement Income | — | — | — | $2.1M | 2.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.8M | 2.6% | |
| Vanguard Federal Money Market Fund | — | — | — | $1.8M | 2.5% | |
| JPMorgan Large Cap Growth Fund; Class R6 | — | — | — | $1.6M | 2.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.6M | 2.2% | |
| Participants Participant Loans - Rates from 4.25% to 9.50% - | — | — | — | $1.0M | 1.5% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $421K | 0.6% | |
| Fidelity International Index Fund | — | — | — | $409K | 0.6% | |
| Empower Guaranteed Income Fund | — | — | — | $408K | 0.6% | |
| PIMCO Int'l Bond Fund (U.S. Dollar-Hedged) 347 * Vanguard Equity Income Fund Admiral Shares | — | — | — | $346K | 0.5% | |
| American Funds New World Fund; Class R6 | — | — | — | $336K | 0.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $326K | 0.5% | |
| American Century Mid Cap Value Fund; Class R6 | — | — | — | $291K | 0.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $287K | 0.4% | |
| Carillon Eagle Mid Cap Growth Fund; Class R6 | — | — | — | $218K | 0.3% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $215K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $180K | 0.3% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $72K | 0.1% | |
| Invesco EQV International Small Company Fund; Cl R6 | — | — | — | $55K | <0.1% | |
| PIMCO Income Fund; Institutional Class | — | — | — | $29K | <0.1% | |
| American Funds The Bond Fund of America | — | — | — | $22K | <0.1% | |
| MFS International Growth Fund | — | — | — | $12K | <0.1% |