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Original filing (PDF)20251006123629NAL0009268594001
KAMAN CORPORATION
Form 5500
FILING_RECEIVED
KAMAN CORPORATION 401K PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
1,619
Accounts w/ balance
3,090
Plan assets (EOY)
$452.6M
Net assets (EOY)
$452.6M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
86
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "or Similar Party Par or Maturity Value Cost** Value * Fidelity Fidelity Growth Company K Fund" is 29% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAMAN CORPORATION.
Plan sponsor
Name
KAMAN CORPORATION
EIN
06-0613548
Address
1332 BLUE HILLS AVENUE · BLOOMFIELD, CT · 06002
Phone
(860) 243-7368
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$339K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEPC | 26-1429809 | — | CONSULTANT | $96K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN | 41-0746749 | — | ACCOUNTANT/AUDITOR | $21K | — |
Investments
26 direct securities · 1 pooled fund· $476.4M(100% 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.
Uncategorized
$452.6M
26 holdings
Common Collective Trust
$23.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par or Maturity Value Cost** Value * Fidelity Growth Company K Fund | — | — | — | $130.5M | 28.8% | |
| Vanguard Inst Index | — | — | — | $34.3M | 7.6% | |
| T. Rowe Price TRP Retirement 2030 | — | — | — | $29.8M | 6.6% | |
| T. Rowe Price TRP Retirement 2025 | — | — | — | $24.6M | 5.4% | |
| Fidelity Balanced K Fund | — | — | — | $24.1M | 5.3% | |
| Federated Hermes Federated Hermes US Treas. Cash Reserves ** 552 * Fidelity Managed Income Portfolio II Fund | — | — | — | $23.8M | 5.2% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $23.8M | 5.2% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $19.1M | 4.2% | |
| T. Rowe Price TRP Retirement 2035 | — | — | — | $17.5M | 3.9% | |
| American Funds American Funds EuroPacific Growth R6 | — | — | — | $16.4M | 3.6% | |
| T. Rowe Price TRP Retirement 2040 | — | — | — | $16.0M | 3.5% | |
| T. Rowe Price TRP Retirement 2020 | — | — | — | $14.2M | 3.1% | |
| T. Rowe Price TRP Retirement 2045 | — | — | — | $13.9M | 3.1% | |
| Eaton Vance Eaton Vance AC SMID Cap Fund R6 | — | — | — | $13.2M | 2.9% | |
| T. Rowe Price TRP Retirement 2050 | — | — | — | $12.5M | 2.8% | |
| PIMCO Total Return Institutional Fund | — | — | — | $11.1M | 2.5% | |
| Vanguard Federal Money Market Fund | — | — | — | $10.7M | 2.4% | |
| T. Rowe Price TRP Retirement 2055 | — | — | — | $9.5M | 2.1% | |
| Vanguard Extended Market Index | — | — | — | $9.5M | 2.1% | |
| with maturity dates ranging through 2036 - | — | — | — | $5.0M | 1.1% | |
| T. Rowe Price TRP Retirement 2060 | — | — | — | $4.8M | 1.1% | |
| Vanguard Total Bond Market | — | — | — | $4.5M | 1.0% | |
| Vanguard Total Int'l Stock AD | — | — | — | $2.7M | 0.6% | |
| T. Rowe Price TRP Retirement 2015 | — | — | — | $2.1M | 0.5% | |
| T. Rowe Price TRP Retirement 2005 | — | — | — | $1.3M | 0.3% | |
| T. Rowe Price TRP Retirement 2010 | — | — | — | $935K | 0.2% | |
| T. Rowe Price TRP Retirement 2065 | — | — | — | $908K | 0.2% |