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Original filing (PDF)20250814123145NAL0009103107001
KITWARE, INC.
Form 5500
FILING_RECEIVED
KITWARE, INC. EMPLOYEE OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
157
Accounts w/ balance
184
Plan assets (EOY)
$15.1M
Net assets (EOY)
-$10.8M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "of Party Identity of Issue, Borrower, Rate of Interest, Collateral, (d) Current Involved Lessor, or Similar Party Par, or Maturity Value Cost Value * Kitware, Inc. 1,000,000 shares of common stock" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
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 KITWARE, INC..
Plan sponsor
Name
KITWARE, INC.
EIN
14-1802694
Address
1712 ROUTE 9 · CLIFTON PARK, NY · 12065
Phone
(518) 371-3971
Industry
Professional & Technical Servicessee 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
2025-08-14
Pension benefit codes
2P · Leveraged ESOP
3I · Requires investment in employer securities
2Q · S-corporation ESOP
Audit & trust (Schedule H)
Auditor
BST & CO. CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $15.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party Identity of Issue, Borrower, Rate of Interest, Collateral, (d) Current Involved Lessor, or Similar Party Par, or Maturity Value Cost Value * Kitware, Inc. 1,000,000 shares of common stock | — | — | $29.6M | $15.1M | 100.0% |
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