Original filing (PDF)20250829170145NAL0022619378001

KYO Autism Therapy LLC

Name: KYO Autism Therapy LLC — KYO Autism Therapy LLC, Form 5500 (2024)
Creator: KYO Autism Therapy LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

KYO Autism Therapy LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · KYO Autism Therapy LLC's KYO Autism Therapy LLC 401(k) Profit Sharing Plan and Trust held $6.7M in plan assets for 1,100 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributions44% in single holding

Active participants

1,100

Accounts w/ balance

387

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

How this plan invests

This plan

18 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 3K (0% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).
Bottom-decile employer contributions per participant (9th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KYO AUTISM THERAPY LLC.

Plan sponsor

Name

KYO AUTISM THERAPY LLC

EIN

20-3659481all filings

Address

295 89TH ST STE 306 · DALY CITY, CA · 94015

Phone

(877) 264-6747

Industry

Educational Services

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

2025-08-29

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$30K	—

Investments

18 direct securities· $6.7M(100% of reported assets)

Mutual Funds

$4.5M

7 holdings

Common Collective Trusts

$2.2M

10 holdings

Bonds / Notes

$53K

1 holding

					% of plan
Fidelity Freedom Index 2040 Fund Institutional Premium Class	Mutual Funds	—	—	$3.0M	44.1%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.4M	20.5%
Fidelity Freedom Index 2050 Fund Institutional Premium Class	Mutual Funds	—	—	$684K	10.1%
Fidelity Freedom Index 2060 Fund Institutional Premium Class	Mutual Funds	—	—	$470K	7.0%
Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$294K	4.4%
Fidelity Freedom Index 2030 Fund Institutional Premium Class	Mutual Funds	—	—	$176K	2.6%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$168K	2.5%
Fidelity International Index Fund	Common Collective Trusts	—	—	$135K	2.0%
Fidelity Freedom Index Income Fund Institutional Premium Class	Mutual Funds	—	—	$129K	1.9%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$70K	1.0%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$63K	0.9%
Fidelity Mid Cap Value Index Fund	Common Collective Trusts	—	—	$56K	0.8%
Participants Participant Loans Rates from 8.00% to 9.50% -	Bonds / Notes	—	—	$53K	0.8%
Fidelity Government Money Market Fund Class K6	Mutual Funds	—	—	$41K	0.6%
Fidelity Large Cap Value Index Fund	Common Collective Trusts	—	—	$19K	0.3%
Fidelity Freedom Index 2020 Fund Institutional Premium Class	Mutual Funds	—	—	$10K	0.1%
Fidelity Small Cap Value Index Fund	Common Collective Trusts	—	—	$9K	0.1%
Fidelity Mid Cap Growth Index Fund	Common Collective Trusts	—	—	$8K	0.1%