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Original filing (PDF)20250905200855NAL0017424017001
KINKISHARYO INTERNATIONAL, LLC
Form 5500
FILING_RECEIVED
KINKISHARYO INTERNATIONAL, LLC 401(K) PLAN
401(k) retirement plan
Active participants
179
Accounts w/ balance
189
Plan assets (EOY)
$23.6M
Net assets (EOY)
$23.6M
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)
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
Helping the score
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KINKISHARYO INTERNATIONAL, LLC.
Plan sponsor
Name
KINKISHARYO INTERNATIONAL, LLC
EIN
06-1546125
Address
1960 EAST GRAND AVENUE SUITE 1210 · EL SEGUNDO, CA · 90245
Phone
(424) 276-1803
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
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEAVER & TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC RETIREMENT PLAN CONSULTAN | 13-2624428 | — | INVESTMENT ADVISOR | $23K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL LLP DBA WEAVER | 13-2624428 | — | AUDITOR | $12K | — |
Investments
30 direct securities· $23.0M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Smartretirement 2040 R6 Mutual fund - | — | — | — | $4.0M | 17.1% | |
| JP Morgan Smartretirement 2025 R6 Mutual fund - | — | — | — | $3.6M | 15.1% | |
| JP Morgan Smartretirement 2035 R6 Mutual fund - | — | — | — | $3.1M | 13.3% | |
| JP Morgan Smartretirement Income R6 Mutual fund - | — | — | — | $2.7M | 11.6% | |
| JP Morgan Smartretirement 2045 R6 Mutual fund - | — | — | — | $1.8M | 7.7% | |
| JP Morgan Smartretirement 2050 R6 Mutual fund - | — | — | — | $1.5M | 6.5% | |
| JP Morgan Smartretirement 2055 R6 Mutual fund - | — | — | — | $1.1M | 4.8% | |
| Vanguard 500 Index Fund - Admiral Mutual fund - | — | — | — | $1.0M | 4.4% | |
| JP Morgan Smartretirement 2030 R6 Mutual fund - | — | — | — | $749K | 3.2% | |
| JP Morgan Us Government Mmkt Capital Mutual fund - | — | — | — | $524K | 2.2% | |
| Columbia Dividend Income Instl 3 Mutual fund - | — | — | — | $517K | 2.2% | |
| Mfs Growth R6 Mutual fund - | — | — | — | $455K | 1.9% | |
| JP Morgan Us Research Enhanced Equity R6 Mutual fund - | — | — | — | $412K | 1.7% | |
| Allspring Special Mid Cap Value R6 Mutual fund - | — | — | — | $251K | 1.1% | |
| Vanguard Mid Cap Index Adm Mutual fund - | — | — | — | $227K | 1.0% | |
| Janus Henderson Enterprise N Mutual fund - | — | — | — | $159K | 0.7% | |
| Vanguard Interm-Term Bond Index Adm Mutual fund - | — | — | — | $134K | 0.6% | |
| Vanguard Developed Markets Index Admiral Mutual fund - | — | — | — | $89K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual fund - | — | — | — | $84K | 0.4% | |
| Vanguard Small Cap Index Fund - Admiral Mutual fund - | — | — | — | $60K | 0.3% | |
| Franklin Small Cap Value R6 Mutual fund - | — | — | — | $57K | 0.2% | |
| JP Morgan Smartretirement 2060 R6 Mutual fund - | — | — | — | $50K | 0.2% | |
| Pioneer Balanced Esg K Mutual fund - | — | — | — | $50K | 0.2% | |
| Vanguard Real Estate Index Admiral Mutual fund - | — | — | — | $41K | 0.2% | |
| Ab Small Cap Growth Z Mutual fund - | — | — | — | $36K | 0.2% | |
| Jhancock Bond R6 Mutual fund - | — | — | — | $35K | 0.1% | |
| Hartford World Bond R6 Mutual fund - | — | — | — | $22K | <0.1% | |
| Blackrock Low Duration Bond K Mutual fund - | — | — | — | $21K | <0.1% | |
| American Centuryreal Estate R6 Mutual fund - | — | — | — | $15K | <0.1% | |
| Invesco Developing Markets R6 Mutual fund - | — | — | — | $15K | <0.1% |