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Original filing (PDF)20250908090421NAL0012182467001
KI MOBILITY, LLC
Form 5500
FILING_RECEIVED
KI MOBILITY 401(K) PLAN
401(k) retirement plan
Active participants
425
Accounts w/ balance
428
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KI MOBILITY, LLC.
Plan sponsor
Name
KI MOBILITY, LLC
EIN
20-3582298
Address
5201 WOODWARD DR · STEVENS POINT, WI · 544817700
Phone
(715) 997-9945
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
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYS FINANCIAL GROUP | 41-1931920 | — | ADVISOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT SYSTEMS INC | 22-3734996 | — | NONE | $0 | — |
Investments
29 direct securities · 2 pooled funds· $14.6M(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
$14.2M
29 holdings
Common Collective Trust
$395K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 Fund | — | — | — | $2.0M | 13.9% | |
| Fidelity Freedom 2040 Fund | — | — | — | $2.0M | 13.4% | |
| Fidelity 500 Index Fund | — | — | — | $1.8M | 12.5% | |
| Fidelity Freedom 2030 Fund | — | — | — | $1.7M | 11.7% | |
| Fidelity Freedom 2055 Fund | — | — | — | $1.1M | 7.3% | |
| Fidelity Freedom 2035 Fund | — | — | — | $1.0M | 6.9% | |
| Fidelity Freedom 2045 Fund | — | — | — | $887K | 6.1% | |
| Fidelity Freedom 2060 Fund | — | — | — | $707K | 4.8% | |
| Fidelity Freedom 2020 Fund | — | — | — | $534K | 3.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $352K | 2.4% | |
| Fidelity Freedom 2025 Fund | — | — | — | $352K | 2.4% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $343K | 2.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $343K | 2.3% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $229K | 1.6% | |
| Fidelity Freedom 2065 Fund | — | — | — | $191K | 1.3% | |
| American Funds American Funds American Mutual Fund | — | — | — | $174K | 1.2% | |
| American Funds American Funds New Perspective Fund | — | — | — | $145K | 1.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $143K | 1.0% | |
| MFS Institutional International Equity Fund | — | — | — | $109K | 0.7% | |
| AB Small Cap Growth Portfolio | — | — | — | $108K | 0.7% | |
| Allspring Special Small Cap Value Fund | — | — | — | $62K | 0.4% | |
| PGIM High Yield Fund | — | — | — | $58K | 0.4% | |
| INVS CORE FI TR B1 INVESCO TRUST COMPANY · EIN 84-1126600 / PN 001 | Common Collective Trust | — | — | $53K | 0.4% | |
| MFS Mid Cap Growth Fund | — | — | — | $52K | 0.4% | |
| JPMorgan Government Bond Fund | — | — | — | $49K | 0.3% | |
| BlackRock Emerging Markets Fund | — | — | — | $43K | 0.3% | |
| American Century American Century Mid Cap Value Fund | — | — | — | $41K | 0.3% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund | — | — | — | $39K | 0.3% | |
| Fidelity Government Money Market Fund | — | — | — | $8K | <0.1% | |
| Fidelity Freedom 2015 Fund | — | — | — | $5K | <0.1% | |
| Fidelity Freedom 2070 Fund | — | — | — | $3K | <0.1% |