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Original filing (PDF)20251015141408NAL0006547424001
KILAM INC
Form 5500
FILING_RECEIVED
KILAM INC 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
83
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KILAM INC.
Plan sponsor
Name
KILAM INC
EIN
20-5205482
Address
47685 LAKE VIEW BLVD · FREMONT, CA · 94538
Phone
(415) 740-2340
Industry
Transportation & Warehousingsee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CJ CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
16 direct securities· $1.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Mutual Fund | — | — | — | $200K | 17.8% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $134K | 11.9% | |
| Vanguard Growth Mutual Fund | — | — | — | $116K | 10.3% | |
| Vanguard Total Intl Stock Mutual Fund | — | — | — | $109K | 9.7% | |
| Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $91K | 8.1% | |
| Vanguard Value Mutual Fund | — | — | — | $84K | 7.5% | |
| Vanguard Mid-Cap Growth Mutual Fund | — | — | — | $63K | 5.6% | |
| Vanguard Emerging Mkts Stock Mutual Fund | — | — | — | $60K | 5.3% | |
| Vanguard Developed Markets Mutual Fund | — | — | — | $56K | 5.0% | |
| Notes receivable from participants Bearing interest at | — | — | — | $53K | 4.7% | |
| Vanguard Mid Cap Mutual Fund | — | — | — | $47K | 4.2% | |
| Vanguard Mid-Cap Value Mutual Fund | — | — | — | $46K | 4.1% | |
| Vanguard Total Bond Market Mutual Fund | — | — | — | $25K | 2.2% | |
| Vanguard Real Estate Mutual Fund | — | — | — | $20K | 1.7% | |
| Vanguard Total Intl Bd Mutual Fund | — | — | — | $10K | 0.9% | |
| BANC Master Deposit Account A Interest bearing cash ** 34 Vanguard Federal Mmk Investor Interest bearing cash | — | — | — | $3K | 0.3% |
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