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Original filing (PDF)20250915131243NAL0001130369001
KPM, LLC
Form 5500
FILING_RECEIVED
KPM, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
258
Accounts w/ balance
184
Plan assets (EOY)
$18.0M
Net assets (EOY)
$18.0M
How this plan invests
This plan
11 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KPM, LLC.
Plan sponsor
Name
KPM, LLC
EIN
20-0071421
Address
1128 INDEPENDENCE BLVD · STE 200 · VIRGINIA BEACH, VA · 23455
Phone
(757) 447-3159
Industry
Real Estatesee 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
2025-09-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $3K | — |
Investments
15 direct securities · 11 pooled funds· $17.5M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$12.3M
15 holdings
Common Collective Trust
$5.1M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Century Growth R6 American Century 0 | — | — | — | $2.2M | 12.3% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $1.9M | 10.6% | |
| Fidelity International Index Fidelity 0 | — | — | — | $1.5M | 8.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $1.4M | 7.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.2M | 6.6% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $1.1M | 6.0% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $942K | 5.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $845K | 4.7% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $751K | 4.2% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $745K | 4.1% | |
| (CL) Invesco Discovery R6 Invesco 0 | — | — | — | $741K | 4.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $624K | 3.5% | |
| BlackRock Liquidity Funds FedFund Instl BlackRock 0 | — | — | — | $594K | 3.3% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $489K | 2.7% | |
| Dodge & Cox Income Fund I Dodge 0 | — | — | — | $474K | 2.6% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $341K | 1.9% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $294K | 1.6% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $268K | 1.5% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | — | — | — | $258K | 1.4% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $206K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | — | — | $195K | 1.1% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $134K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $120K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $107K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $58K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 131 | Common Collective Trust | — | — | $19K | 0.1% |
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