Original filing (PDF)20251011211512NAL0021247826001

KVK-TECH, INC.

Name: KVK-TECH, INC. — KVK-TECH, INC. 401K PLAN, Form 5500 (2024)
Creator: KVK-TECH, INC.

Form 5500

FILING_RECEIVED

KVK-TECH, INC. 401K PLAN

401(k) retirement plan

Active participants

347

Accounts w/ balance

396

Plan assets (EOY)

$16.6M

Net assets (EOY)

$16.6M

How this plan invests

This plan

5 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Below-peer total fees (12 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KVK-TECH, INC..

Plan sponsor

Name

KVK-TECH, INC.

EIN

20-0066907

Address

110 TERRY DRIVE · SUITE 200 · NEWTOWN, PA · 18940

Phone

(215) 579-1842

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

2025-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

ANDERS MINKLER HUBER & HELMLLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JULY BUSINESS SERVICES LLC	74-2715820	WACO, TX	RECORDKEEPER	$20K	—

Investments

5 pooled funds· $0(0% 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.

Investment	Type	Current value	% of plan
INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001	Common Collective Trust	$0	<0.1%
STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336	Common Collective Trust	$0	<0.1%
STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340	Common Collective Trust	$0	<0.1%
STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344	Common Collective Trust	$0	<0.1%
STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347	Common Collective Trust	$0	<0.1%