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Original filing (PDF)20251014153026NAL0003290017001
KSS ACQUISITION SALES & SERVICES, LLC DBA SMITH INDUSTRIES LLC
Form 5500
FILING_RECEIVED
SMITH INDUSTRIES 401(K) PLAN
401(k) retirement plan
Active participants
117
Accounts w/ balance
120
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
22 pooled trusts
Schedule D
23 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 KSS ACQUISITION SALES & SERVICES, LLC DBA SMITH INDUSTRIES LLC.
Plan sponsor
Name
KSS ACQUISITION SALES & SERVICES, LLC DBA SMITH INDUSTRIES LLC
EIN
20-2289508
Address
3601 E STATE HWY 158 · MIDLAND, TX · 79706
Phone
(432) 638-9722
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KRUGGEL LAWTON & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS INC | 85-0402842 | ALBUQUERQUE, NM | NONE | $7K | — |
Investments
3 direct securities · 22 pooled funds· $3.0M(100% 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.
Pooled Separate Account
$2.2M
22 holdings
Uncategorized
$731K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retirement * John Hancock Fund # | — | — | — | $660K | 29.5% | |
| AMERICAN FUNDS 2050TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $660K | 29.5% | |
| AMERICAN FUNDS 2045TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $342K | 15.3% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $241K | 10.8% | |
| AMERICAN FUNDS 2060TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $181K | 8.1% | |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $154K | 6.9% | |
| AMERICAN FUNDS 2030TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $132K | 5.9% | |
| AMERICAN FUNDS 2055TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $99K | 4.4% | |
| AMERICAN FUNDS 2040TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $79K | 3.5% | |
| AMERICAN FUNDS TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $77K | 3.5% | |
| John Hancock Lifestyle Blend Growth CIT # | — | — | — | $67K | 3.0% | |
| JH MID CAP GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $67K | 3.0% | |
| AMERICAN FUNDS 2025TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $48K | 2.1% | |
| INDEX 500 FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 1.3% | |
| AMERICAN FUNDS WASHINGTON MUTUAL JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 1.3% | |
| AMERICAN FUNDS 2035TD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 1.2% | |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 1.1% | |
| VS BLUE CHIP GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | 0.3% | |
| JH MID CAP GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.3% | |
| AMG RIVER ROAD MID CAP VALUE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| VANGUARD EXPLORER JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.2% | |
| Participant Loans Interest rate at 6.50% 0 | — | — | — | $5K | 0.2% | |
| JH LIFESTYLE BLN CONSERVATIVE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $302 | <0.1% |
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