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Original filing (PDF)20251007051200NAL0002445219001
KVH INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
KVH INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
105
Accounts w/ balance
260
Plan assets (EOY)
$40.6M
Net assets (EOY)
$40.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KVH INDUSTRIES, INC..
Plan sponsor
Name
KVH INDUSTRIES, INC.
EIN
05-0420589
Address
75 ENTERPRISE CENTER · MIDDLETOWN, RI · 02842
Phone
(401) 851-3881
Industry
Manufacturingsee 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
2025-10-07
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
FIONDELLA MILONE & LASARACINA L
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $38K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST REPUBLIC INVESTMENT MANAGEMEN | 22-3623353 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
Investments
31 direct securities · 1 pooled fund· $40.3M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$39.8M
31 holdings
Common Collective Trust
$569K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $6.8M | 16.8% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $6.1M | 15.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $4.0M | 9.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.4M | 8.3% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $2.7M | 6.6% | |
| GS SM MID CAP GR INSTL | Registered Investment Companies | — | — | $2.2M | 5.5% | |
| OAKMARK INTERNATIONAL INVESTOR | Registered Investment Companies | — | — | $1.2M | 2.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.2M | 2.8% | |
| EV SHORT DUR GOVT INCOME I | Registered Investment Companies | — | — | $1.1M | 2.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.1M | 2.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $956K | 2.4% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $918K | 2.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $722K | 1.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $708K | 1.7% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $675K | 1.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $621K | 1.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $596K | 1.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $589K | 1.5% | |
| MN PRO MIX MAX TERM CIT U EXETER TRUST COMPANY · EIN 02-0476209 / PN 009 | Common Collective Trust | — | — | $569K | 1.4% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $540K | 1.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $518K | 1.3% | |
| GQG PARTNERS EMG MKT EQ R6 | Registered Investment Companies | — | — | $482K | 1.2% | |
| FID MID CAP VAL IDX | Registered Investment Companies | — | — | $423K | 1.0% | |
| VICTORY RS PARTNERS Y | Registered Investment Companies | — | — | $419K | 1.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $412K | 1.0% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $380K | 0.9% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $351K | 0.9% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $211K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $205K | 0.5% | |
| GS GQG PTNRS INTL OPP INSTL | Registered Investment Companies | — | — | $152K | 0.4% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $115K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $54K | 0.1% |