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Original filing (PDF)20251007162038NAL0004839969001
KIA GEORGIA, INC.
Form 5500
FILING_RECEIVED
KIA GEORGIA 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
2,936
Accounts w/ balance
3,278
Plan assets (EOY)
$202.8M
Net assets (EOY)
$202.8M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
85
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "First Eagle Global R6 53,702,877 #" is 29% of plan.
- 30 bps in Schedule C fees — 197% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIA GEORGIA, INC..
Plan sponsor
Name
KIA GEORGIA, INC.
EIN
20-5762938
Address
7777 KIA PARKWAY · WEST POINT, GA · 31833
Phone
(706) 902-7659
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
2025-10-07
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $254K | — |
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | NONE | $242K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $81K | — |
| BENNETT THRASHER LLP | — | ATLANTA, GA | NONE | $24K | — |
| QDRO CONSULTANTS CO LLC | 34-1820650 | — | NONE | $300 | — |
Investments
31 direct securities · 1 pooled fund· $189.0M(93% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$182.2M
31 holdings
Common Collective Trust
$6.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| First Eagle Global R6 53,702,877 # | — | — | — | $54.9M | 27.1% | |
| Ishares S&P 500 Index I 15,190,848 # | — | — | — | $20.3M | 10.0% | |
| Goldman Sachs Lg Cap Gr Insights Instl 14,502,750 # | — | — | — | $15.4M | 7.6% | |
| American Funds 2030 Target Date Fund R6 7,109,456 # | — | — | — | $7.6M | 3.8% | |
| American Funds Washington Mutual R6 6,414,858 # | — | — | — | $7.4M | 3.7% | |
| GOLDMAN SACHS STABLE VALUE INST CL GOLDMAN SACHS STABLE VALUE · EIN 13-4166989 / PN 000 | Common Collective Trust | — | — | $6.7M | 3.3% | |
| Invesco Discovery R6 4,604,713 # | — | — | — | $5.7M | 2.8% | |
| American Funds 2050 Target Date Fund R6 5,045,633 # | — | — | — | $5.6M | 2.8% | |
| American Funds Europacific Gr R6 5,711,748 # | — | — | — | $5.6M | 2.7% | |
| American Funds 2035 Target Date Fund R6 5,006,204 # | — | — | — | $5.4M | 2.7% | |
| Victory Sycamore Established Value R6 5,235,191 # | — | — | — | $5.4M | 2.7% | |
| American Funds 2040 Target Date Fund R6 4,389,336 # | — | — | — | $4.9M | 2.4% | |
| Eaton Vance Atlanta Capital Smid-Cap I 3,096,605 # | — | — | — | $3.4M | 1.7% | |
| Ishares Msci Eafe International Indx Ins 3,392,050 # | — | — | — | $3.4M | 1.7% | |
| Pgim Total Return Bond R6 3,308,708 # | — | — | — | $3.2M | 1.6% | |
| American Funds 2045 Target Date Fund R6 2,822,352 # | — | — | — | $3.1M | 1.5% | |
| American Funds 2055 Target Date Fund R6 2,745,203 # | — | — | — | $3.0M | 1.5% | |
| American Funds 2060 Target Date Fund R6 2,703,451 # | — | — | — | $3.0M | 1.5% | |
| American Funds 2065 Target Date Fund R6 2,407,300 # | — | — | — | $2.6M | 1.3% | |
| Hartford Schroders International Stk 2,364,649 # | — | — | — | $2.5M | 1.2% | |
| Pimco Income Instl 2,577,620 # | — | — | — | $2.4M | 1.2% | |
| Goldman Sachs Global Core Fixed Inc R6 2,549,907 # | — | — | — | $2.4M | 1.2% | |
| American Funds 2025 Target Date Fund R6 1,896,970 # | — | — | — | $1.9M | 1.0% | |
| Invesco Developing Markets R6 2,016,990 # | — | — | — | $1.9M | 0.9% | |
| Columbia Small Cap Value Fund II Instl 3 2,035,062 # | — | — | — | $1.8M | 0.9% | |
| Pgim High-Yield R6 1,871,245 # | — | — | — | $1.8M | 0.9% | |
| Principal Real Estate Securities Inst 1,650,538 # | — | — | — | $1.7M | 0.9% | |
| Dws Enhanced Commodity Strategy R6 2,240,159 # | — | — | — | $1.7M | 0.8% | |
| American Century Inflation-Adjs Bond R6 1,662,170 # | — | — | — | $1.6M | 0.8% | |
| American Funds 2020 Target Date Fund R6 1,401,822 # | — | — | — | $1.5M | 0.7% | |
| American Funds 2010 Target Date Fund R6 838,575 # | — | — | — | $861K | 0.4% | |
| American Funds 2015 Target Date Fund R6 2,277 # | — | — | — | $2K | <0.1% |