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Original filing (PDF)20251015083458NAL0002111747001
K-1 SPEED INC
Form 5500
FILING_RECEIVED
K-1 SPEED INC 401K PLAN
401(k) retirement plan
Signals · 1
~127 bps in Sched C fees
Active participants
1,315
Accounts w/ balance
214
Plan assets (EOY)
$872K
Net assets (EOY)
$872K
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 16% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K-1 SPEED INC.
Plan sponsor
Name
K-1 SPEED INC
EIN
20-8707035
Address
17221 VON KARMAN AVE · IRVINE, CA · 92614
Phone
(949) 250-0242
Industry
Arts, Entertainment, Recreationsee 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
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)
Auditor
WITHUMSMITH BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
27 direct securities · 1 pooled fund· $864K(99% 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.
Registered Investment Companies
$832K
27 holdings
Common Collective Trust
$32K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY ADV FREEDOM 2055 FD-M | Registered Investment Companies | — | — | $189K | 21.7% | |
| FIDELITY ADV FREEDOM 2060 FD-M | Registered Investment Companies | — | — | $161K | 18.5% | |
| FIDELITY ADV FREEDOM 2050 FD-M | Registered Investment Companies | — | — | $142K | 16.2% | |
| FIDADFR2035 | Registered Investment Companies | — | — | $139K | 16.0% | |
| PUTNAM STABLE VALUE 100 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $32K | 3.7% | |
| FIDELITY ADV FREEDOM 2040 - M | Registered Investment Companies | — | — | $28K | 3.2% | |
| FIDELITY ADV FREEDOM 2010 - M 759 REGISTERED INVESTMENT COMPANY FIDELITY ADV FREEDOM INC. - M | Registered Investment Companies | — | — | $27K | 3.1% | |
| FIDELITY ADV FREEDOM 2030 - M | Registered Investment Companies | — | — | $25K | 2.9% | |
| JPMORGAN US EQUITY - R2 | Registered Investment Companies | — | — | $19K | 2.2% | |
| FIDELITY ADV FREEDOM 2045 FD M | Registered Investment Companies | — | — | $15K | 1.8% | |
| JPMORGAN US SMALL COMPANY R2 | Registered Investment Companies | — | — | $13K | 1.5% | |
| VIC PIO STRATEGIC INCOME R | Registered Investment Companies | — | — | $11K | 1.2% | |
| DWS RREEF REAL EST SEC R | Registered Investment Companies | — | — | $10K | 1.1% | |
| PUTNAM ASSET ALLOC CONS R | Registered Investment Companies | — | — | $7K | 0.8% | |
| JPMORGAN MID CP VL - R2 | Registered Investment Companies | — | — | $6K | 0.7% | |
| PIONEER FUNDAMENTAL GROWTH R | Registered Investment Companies | — | — | $5K | 0.6% | |
| INVESCO OPP INTL GROWTH R | Registered Investment Companies | — | — | $5K | 0.6% | |
| AMC DISCIPLINED CORE VALUE R | Registered Investment Companies | — | — | $4K | 0.5% | |
| FIDADFR2015 540 REGISTERED INVESTMENT COMPANY JANUS HEND TRITON R | Registered Investment Companies | — | — | $4K | 0.5% | |
| HARTFORD INTL OPP R3 | Registered Investment Companies | — | — | $3K | 0.4% | |
| NUVEEN SMALL CAP VALUE A | Registered Investment Companies | — | — | $3K | 0.3% | |
| COLUMBIA OVERSEAS VALUE R | Registered Investment Companies | — | — | $3K | 0.3% | |
| PIONEERBONDFUND-R | Registered Investment Companies | — | — | $3K | 0.3% | |
| EAV ATL CAPITAL SMID CP R | Registered Investment Companies | — | — | $2K | 0.3% | |
| PUTNAM ASSET ALLOC GRTH R | Registered Investment Companies | — | — | $2K | 0.2% | |
| FIDELITY ADV FREEDOM 2020 - M 993 REGISTERED INVESTMENT COMPANY PUTNAM ASSET ALLOC BAL R | Registered Investment Companies | — | — | $2K | 0.2% | |
| FIDADFR2025 | Registered Investment Companies | — | — | $1K | 0.2% | |
| AMERICAN CENTURY EMERG MKT-R | Registered Investment Companies | — | — | $1K | 0.1% |
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