· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KAM APPLIANCES,INC. — KAM APPLIANCES PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250820174543NAL0001689379001
KAM APPLIANCES,INC.
Form 5500-SF
FILING_RECEIVED
KAM APPLIANCES PROFIT SHARING PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
88
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KAM APPLIANCES,INC.
.
Find decision makers
Plan sponsor
Name
KAM APPLIANCES,INC.
EIN
04-2855038
Address
54A MEETINGHOUSE LANE · SAGAMORE BEACH, MA · 02562
Phone
(508) 833-1877
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
PERCY'S OF WORCESTER, INC.
PERCY'S OF WORCESTER, INC. 401(K) PROFIT SHARING PLAN
$9.0M · 39 participants
PIERATT'S INC.
PIERATT'S INC. PROFIT SHARING AND 401-K PLAN
$8.2M · 67 participants
CHARLOTTE FURNITURE & APPLIANCE
CHARLOTTE FURNITURE AND APPLIANCE 401(K) PROFIT SHARING PLAN
$8.0M · 29 participants
ROCKWEILER APPLIANCE & TV, INC.
ROCKWEILER APPLIANCE & TV, INC. SAFE HARBOR 401(K) PLAN
$9.8M · 23 participants
BILL SMITH, INC.
BILL SMITH, INC. 401(K) PROFIT SHARING PLAN AND TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.8M · 86 participants
DATA BUSINESS SYSTEMS, INC.
DATA BUSINESS SYSTEMS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST
$7.7M · 16 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
