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Original filing (PDF)20250714144229NAL0000955139001

KABAM, INC.

Form 5500
FILING_RECEIVED
KABAM 401(K) PLAN
401(k) retirement plan
Active participants
78
Accounts w/ balance
307
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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
Helping the score
  • Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KABAM, INC..
Plan sponsor
Name
KABAM, INC.
EIN
20-5719344
Address
575 MARKET STREET · SUITE 2725 · SAN FRANCISCO, CA · 94105
Phone
(604) 256-0054
Industry
Information / Tech / Mediasee 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
2025-07-14
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2J · 401(k) feature
2G · Total participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$38K

Investments

33 direct securities · 1 pooled fund· $20.2M(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
$19.6M
33 holdings
Common Collective Trust
$607K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard 500 Index Adm Mutual Fund$3.7M18.1%
Vanguard Target Retirement 2045 Mutual Fund$2.6M12.7%
Vanguard Target Retirement 2035 Mutual Fund$2.2M10.8%
Vanguard Target Retirement 2055 Mutual Fund$1.7M8.4%
Vanguard Total Stock Market Adm Mutual Fund$1.1M5.4%
Vanguard Target Retirement 2040 Mutual Fund$1.0M5.1%
Vanguard Small Cap Index Adm Mutual Fund$890K4.4%
Vanguard Target Retirement 2050 Mutual Fund$804K4.0%
Victory S Est Cal R6 Mutual Fund$665K3.3%
Vanguard Target Retirement 2060 Mutual Fund$643K3.2%
MORLEY STABLE VALUE
PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001
Common Collective Trust
$607K3.0%
AF New Perspect R6 Mutual Fund$521K2.6%
Vanguard EM Stock Index Adm Mutual Fund$436K2.2%
DFA US Target Val I Mutual Fund$402K2.0%
MFS Intl Equity R6 Mutual Fund$401K2.0%
Invs Gold Spl Min R6 Mutual Fund$346K1.7%
AF Europac Growth R6 Mutual Fund$328K1.6%
Dodge & Cox Stock X Mutual Fund$322K1.6%
Vanguard Target Retirement 2025 Mutual Fund$303K1.5%
Fidelity Large Cap Gr Index Mutual Fund$271K1.3%
PIM Real Return Inst Mutual Fund$179K0.9%
BlackRock High Yield Bond K Mutual Fund$176K0.9%
AF Bond Fund Amer R6 Mutual Fund$143K0.7%
PIM RE Real Ret Inst Mutual Fund$136K0.7%
Vanguard Intm Bond Index Adm Mutual Fund$122K0.6%
PGIM Glb Tot Rtn R6 Mutual Fund$91K0.4%
CRLN E Mid Cap GR R6 Mutual Fund$85K0.4%
Vanguard Target Retirement 2065 Mutual Fund$29K0.1%
Calvert Balanced R6 Mutual Fund$28K0.1%
Participant Loans to participants, bearing interest from 9.00% to 9.50%$12K<0.1%
Fidelity Mid Cap Index Mutual Fund$11K<0.1%
DFA US Sustain Core1 Mutual Fund$10K<0.1%
Vanguard Target Retirement 2020 Mutual Fund$9K<0.1%
Vanguard Target Ret Inc Mutual Fund$5K<0.1%

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