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Original filing (PDF)20251002091201NAL0000209233001
KORE WIRELESS INC.
Form 5500
FILING_RECEIVED
KORE WIRELESS INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
278
Accounts w/ balance
296
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KORE WIRELESS INC..
Plan sponsor
Name
KORE WIRELESS INC.
EIN
20-1224243
Address
1155 PERIMETER CENTER WEST, · 11TH FLOOR · ATLANTA, GA · 30338
Phone
(706) 914-9307
Industry
Information / Tech / Mediasee 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
2025-10-02
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
SMITH AND HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $40K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 13-3689044 | — | SERVICE PROVIDER | $18K | — |
| EQUITABLE ADVISORS LLC | 13-4071393 | — | SERVICE PROVIDER | $0 | — |
Investments
30 direct securities · 1 pooled fund· $18.6M(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.
Uncategorized
$18.1M
30 holdings
Common Collective Trust
$478K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admb | — | — | — | $2.9M | 15.8% | |
| Nuveen Lrg-Cp Grwth Index Fd R6b | — | — | — | $1.6M | 8.6% | |
| Vanguard Target Retirement 2045 Fdb | — | — | — | $1.3M | 7.2% | |
| Vanguard Target Retirement 2030 Fdb | — | — | — | $1.3M | 6.9% | |
| Vanguard Target Retirement 2050 Fdb | — | — | — | $1.3M | 6.8% | |
| Vanguard Target Retirement 2040 Fdb | — | — | — | $1.2M | 6.3% | |
| Vanguard Small-Cap Index Fund Admb | — | — | — | $975K | 5.3% | |
| Vanguard Target Retirement 2035 Fdb | — | — | — | $856K | 4.6% | |
| Vanguard Wellington Fund Admb | — | — | — | $748K | 4.0% | |
| Vanguard Target Retirement 2055 Fdb | — | — | — | $697K | 3.8% | |
| Vanguard Target Retirement 2060 Fdb | — | — | — | $682K | 3.7% | |
| Hartford Dividend and Growth Fund R6b | — | — | — | $649K | 3.5% | |
| Vanguard Mid-Cap Index Fund Admb | — | — | — | $499K | 2.7% | |
| MORLEY STABLE VALUE FUND - CLASS 25 MORLEY STABLE VALUE · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $478K | 2.6% | |
| Vanguard Total Bnd Mrkt Ind F Admb | — | — | — | $438K | 2.4% | |
| Vanguard International Growth | — | — | — | $432K | 2.3% | |
| Vanguard Developed Mkts Indx Fd Admb | — | — | — | $383K | 2.1% | |
| Voya Gov Money Mkt Interm Bond R6 | — | — | — | $379K | 2.0% | |
| Vanguard Target Retirement 2025 Fdb | — | — | — | $313K | 1.7% | |
| JP Morgan Mid Cap Value Fund R6b | — | — | — | $282K | 1.5% | |
| Vanguard Target Retirement 2065 Fdb | — | — | — | $221K | 1.2% | |
| Janus Henderson Enterprise Fund Nb | — | — | — | $220K | 1.2% | |
| Participants | — | — | — | $195K | 1.0% | |
| American Funds New World R6 | — | — | — | $169K | 0.9% | |
| DFA U.S. Small Cap Portfolio Instb | — | — | — | $153K | 0.8% | |
| Fnd A | — | — | — | $60K | 0.3% | |
| Vanguard Target Retirement 2020 Fdb | — | — | — | $59K | 0.3% | |
| DFA U.S. Targeted Value Port Instb | — | — | — | $46K | 0.2% | |
| DFA Inflat-Prot Securities Port Instb | — | — | — | $25K | 0.1% | |
| Vanguard Trgt Retire Inc Fdb | — | — | — | $11K | <0.1% | |
| Vanguard Target Retirement 2070 Fdb | — | — | — | $712 | <0.1% |