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Original filing (PDF)20251008051402NAL0003047811001
KNOWLEDGE SYSTEMS & RESEARCH, IN
Form 5500
FILING_RECEIVED
KNOWLEDGE SYSTEMS & RESEARCH, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
92
Accounts w/ balance
108
Plan assets (EOY)
$18.0M
Net assets (EOY)
$18.0M
How this plan invests
This plan
1 pooled trust
Schedule D
22 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 KNOWLEDGE SYSTEMS & RESEARCH, IN.
Plan sponsor
Name
KNOWLEDGE SYSTEMS & RESEARCH, IN
EIN
16-1205014
Address
120 MADISON STREET STE 1500 · SYRACUSE, NY · 13202
Phone
(680) 214-0091
Industry
Professional & Technical Servicessee 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
2025-10-08
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
FUSTCHARLES LLP
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 | $325 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAZARD & SIEGEL ADVISORY SERVICES, | 20-0032740 | — | INVESTMENT/FINANCIAL ADVI | $41K | — |
Investments
21 direct securities · 1 pooled fund· $17.9M(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.
Registered Investment Companies
$17.2M
21 holdings
Common Collective Trust
$697K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $3.2M | 17.9% | |
| FIDELITY ADV GRTH OPPS I | Registered Investment Companies | — | — | $3.0M | 16.5% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $2.2M | 12.3% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $1.3M | 7.3% | |
| DIAMOND HILL SELECT Y | Registered Investment Companies | — | — | $1.3M | 7.0% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $1.2M | 6.5% | |
| TRP INTEGRATED US SC GR EQ INV | Registered Investment Companies | — | — | $955K | 5.3% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $759K | 4.2% | |
| FEDERATED CAPITAL PRESERV SP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $697K | 3.9% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $603K | 3.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $547K | 3.0% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $460K | 2.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $349K | 1.9% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $317K | 1.8% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $293K | 1.6% | |
| JPM GLOBAL BOND OPPS R6 | Registered Investment Companies | — | — | $291K | 1.6% | |
| AB GLOBAL BOND ADVISOR | Registered Investment Companies | — | — | $162K | 0.9% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $135K | 0.8% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $114K | 0.6% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $88K | 0.5% | |
| TRPRICE RETIREMENT 2010 INV | Registered Investment Companies | — | — | $28K | 0.2% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $4K | <0.1% |
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