Original filing (PDF)20251013151609NAL0003340098001

Kobayashi Healthcare International, Inc.

Name: Kobayashi Healthcare International, Inc. — Form 5500 Plan 001 (2024)
Creator: Kobayashi Healthcare International, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kobayashi Healthcare International, Inc. 401(k) Plan

401(k) retirement plan · Kobayashi Healthcare International, Inc.'s Kobayashi Healthcare International, Inc. 401(k) Plan held $11.2M in plan assets for 245 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

245

Accounts w/ balance

145

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Below-peer total plan cost (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOBAYASHI HEALTHCARE INTERNATIONAL, INC..

Plan sponsor

Name

KOBAYASHI HEALTHCARE INTERNATIONAL, INC.

EIN

all filings

Address

P.O. BOX 1191 · DALTON, GA · 30722

Phone

(706) 226-1800

Industry

Other Services (ex. Public Admin)

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

2025-10-13

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Investments

35 direct securities· $11.2M(100% of reported assets)

Mutual Funds

$7.6M

23 holdings

Common Collective Trusts

$2.9M

5 holdings

Other securities

$332K

5 holdings

Bonds / Notes

$230K

1 holding

Self-Directed Brokerage

$157K

1 holding

					% of plan
Fidelity Management Trust Company Fid 500 Index	Common Collective Trusts	—	—	$2.6M	23.4%
Fidelity Management Trust Company Fid Contrafund	Mutual Funds	—	—	$1.6M	14.2%
Fidelity Management Trust Company Fid Govt Mmkt	Mutual Funds	—	—	$940K	8.4%
Fidelity Management Trust Company Fid Blue Chip Gr	Mutual Funds	—	—	$693K	6.2%
Fidelity Management Trust Company Fid Freedom 2030 K	Mutual Funds	—	—	$554K	5.0%
Fidelity Management Trust Company Fid Freedom 2035 K	Mutual Funds	—	—	$519K	4.6%
Fidelity Management Trust Company Fid Freedom 2025 K	Mutual Funds	—	—	$470K	4.2%
Fidelity Management Trust Company Fid Freedom 2050 K	Mutual Funds	—	—	$448K	4.0%
Fidelity Management Trust Company Fid Balanced	Mutual Funds	—	—	$264K	2.4%
Fidelity Management Trust Company Fid Freedom 2040 K	Mutual Funds	—	—	$251K	2.2%
Fidelity Management Trust Company Fid Value	Mutual Funds	—	—	$242K	2.2%
Fidelity Management Trust Company Fid Total Bond	Mutual Funds	—	—	$240K	2.1%
Fidelity Management Trust Company Fid Freedom 2055 K	Mutual Funds	—	—	$239K	2.1%
Notes receivable from participants Bearing interest at 4.25%-9.50% -	Bonds / Notes	—	—	$230K	2.1%
Janus Henderson Distributors Janus Enterprise A	Mutual Funds	—	—	$211K	1.9%
Fidelity Management Trust Company Fid Freedom 2020 K	Mutual Funds	—	—	$160K	1.4%
Self-Directed Brokerage Accounts Mutual Funds / Common Stocks ** * Eaton Vance Distributors Inc. Ev Inc Fund Boston A	Self-Directed Brokerage	—	—	$157K	1.4%
Fidelity Management Trust Company Fid Freedom 2045 K	Mutual Funds	—	—	$151K	1.3%
American Funds Investment AF AMER MUTULA R4	Mutual Funds	—	—	$139K	1.2%
Fidelity Management Trust Company Fid Small Cap Growth	Mutual Funds	—	—	$138K	1.2%
Hartford Funds Distributors LLC Htfd Intl Opps R4	Other securities	—	—	$122K	1.1%
Fidelity Management Trust Company Fid Freedom 2060 K	Mutual Funds	—	—	$116K	1.0%
BlackRock Capital Appreciation Fund BR Adv Small Cap Core Inv A	Other securities	—	—	$100K	0.9%
Fidelity Management Trust Company Fid Us Bond Idx	Common Collective Trusts	—	—	$92K	0.8%
Fidelity Management Trust Company Fid Low Priced Stk	Mutual Funds	—	—	$82K	0.7%
Fidelity Management Trust Company Fid Glb Ex Us Idx	Common Collective Trusts	—	—	$67K	0.6%
RBC Funds Trust RBC Emerging Mkts Eq	Other securities	—	—	$60K	0.5%
Fidelity Management Trust Company Fid New Markets Inc	Mutual Funds	—	—	$58K	0.5%
Fidelity Management Trust Company Fid Infl Pr Bond Idx	Common Collective Trusts	—	—	$58K	0.5%
Fidelity Management Trust Company Fid Extd Mkt Idx	Common Collective Trusts	—	—	$57K	0.5%
Fidelity Management Trust Company Fid Freedom 2065 K	Mutual Funds	—	—	$52K	0.5%
Allspring Funds Trust Allspring Sp Small Cap Value	Other securities	—	—	$37K	0.3%
Fidelity Management Trust Company Fid Mid Cap Stock	Mutual Funds	—	—	$16K	0.1%
Virtus Investment VRTS DP REAL EST A	Other securities	—	—	$13K	0.1%
Fidelity Management Trust Company Fid Freedom 2010 K	Mutual Funds	—	—	$7K	<0.1%