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Original filing (PDF)20250812143714NAL0007307251001
KDC US HOLDINGS, INC.
Form 5500
FILING_RECEIVED
KDC USA 401(K) PLAN
401(k) retirement plan
Active participants
3,658
Accounts w/ balance
4,298
Plan assets (EOY)
$165.8M
Net assets (EOY)
$165.8M
How this plan invests
This plan
23 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 28 bps in Schedule C fees — 185% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KDC US HOLDINGS, INC..
Plan sponsor
Name
KDC US HOLDINGS, INC.
EIN
20-8080530
Address
PARK 80 WEST, PLAZA II 250 PEHLE AV · SUITE 1000 · SADDLE BROOK, NJ · 07663
Phone
(845) 856-5311
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-12
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $391K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $75K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
13 direct securities · 23 pooled funds· $165.8M(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.
Common Collective Trust
$127.8M
23 holdings
Uncategorized
$38.0M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BTC LP DYN RETIRE L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3263619 / PN 001 | Common Collective Trust | — | — | $22.9M | 13.8% | |
| BTC LP DYN 2035 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 38-7289857 / PN 001 | Common Collective Trust | — | — | $17.6M | 10.6% | |
| Fidelity FID 500 INDEX | — | — | — | $15.5M | 9.4% | |
| BTC LP DYN 2045 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 38-7289855 / PN 001 | Common Collective Trust | — | — | $15.3M | 9.2% | |
| BTC LP DYN 2030 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-3206030 / PN 001 | Common Collective Trust | — | — | $14.3M | 8.6% | |
| BTC LP DYN 2040 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 38-7289858 / PN 001 | Common Collective Trust | — | — | $12.7M | 7.7% | |
| BTC LP DYN 2050 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 38-7289860 / PN 001 | Common Collective Trust | — | — | $10.3M | 6.2% | |
| BTC LP DYN 2055 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 38-7289861 / PN 001 | Common Collective Trust | — | — | $9.6M | 5.8% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $6.7M | 4.0% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.5M | 3.3% | |
| BTC LP DYN 2060 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 38-7289862 / PN 001 | Common Collective Trust | — | — | $5.1M | 3.1% | |
| Participant Loans with Interest Rates 4.25% - 10.50% - | — | — | — | $4.3M | 2.6% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $4.3M | 2.6% | |
| Fidelity FID MID CAP IDX | — | — | — | $3.3M | 2.0% | |
| Invesco INVS DISCOVERY R6 | — | — | — | $2.8M | 1.7% | |
| Fidelity FID SM CAP IDX | — | — | — | $2.3M | 1.4% | |
| PGIM TOTAL RTN BD R6 | — | — | — | $2.0M | 1.2% | |
| Fidelity FID INTL INDEX | — | — | — | $1.9M | 1.2% | |
| Fidelity FID DIVERSFD INTL K6 | — | — | — | $1.9M | 1.2% | |
| PIMCO INCOME INST | — | — | — | $1.8M | 1.1% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.8M | 1.1% | |
| BTC LP DYN 2065 L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 38-7289863 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.0% | |
| John Hancock JH DSCPL VAL MDCP R6 | — | — | — | $1.2M | 0.7% | |
| Fidelity FID SMALL CAP VALUE | — | — | — | $867K | 0.5% | |
| Fidelity FID US BOND IDX | — | — | — | $151K | <0.1% | |
| Fidelity FID GOVT MMKT | — | — | — | $1K | <0.1% | |
| BTC LP DYN 2025 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1399579 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2030 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1404566 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2040 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1430499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2050 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1448812 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2060 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1465174 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2065 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1465437 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2035 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1404929 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2045 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1430799 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN RETIRE Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1484759 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LP DYN 2055 Q BLACKROCK INST. TRUST COMPANY, N. A · EIN 85-1449261 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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