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Original filing (PDF)20250711084938NAL0006139057001
KCF TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
KCF TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
198
Accounts w/ balance
275
Plan assets (EOY)
$18.1M
Net assets (EOY)
$18.1M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KCF TECHNOLOGIES, INC..
Plan sponsor
Name
KCF TECHNOLOGIES, INC.
EIN
25-1879000
Address
336 SOUTH FRASER STREET · STATE COLLEGE, PA · 16801
Phone
(814) 867-4097
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-07-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
URISH POPECK & CO. LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| URISH POPECK | — | STATE COLLEGE, PA | NONE | $12K | — |
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | NONE | $7K | — |
| RETIREMENT PLAN SOLUTIONS | — | TIPTON, PA | NONE | $5K | — |
Investments
28 direct securities · 1 pooled fund· $18.1M(100% 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
$18.0M
28 holdings
Common Collective Trust
$138K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Fund R4 Mutual Fund a | — | — | — | $3.7M | 20.3% | |
| American Funds 2060 Target Date Fund R4 Mutual Fund a | — | — | — | $2.6M | 14.1% | |
| American Funds 2050 Target Date Fund R4 Mutual Fund a | — | — | — | $2.4M | 13.2% | |
| Ishares S&P 500 Index A Mutual Fund a | — | — | — | $2.0M | 10.9% | |
| American Funds 2045 Target Date Fund R4 Mutual Fund a | — | — | — | $1.7M | 9.3% | |
| American Funds 2040 Target Date Fund R4 Mutual Fund a | — | — | — | $1.5M | 8.5% | |
| American Funds Growth Fund of Amer R4 Mutual Fund a | — | — | — | $1.2M | 6.6% | |
| American Funds 2065 Target Date Fund R4 Mutual Fund a | — | — | — | $435K | 2.4% | |
| American Funds 2030 Target Date Fund R4 Mutual Fund a | — | — | — | $427K | 2.4% | |
| American Funds 2035 Target Date Fund R4 Mutual Fund a | — | — | — | $352K | 1.9% | |
| Ishares Russell 2000 Small-Cap Index A Mutual Fund a | — | — | — | $327K | 1.8% | |
| Ishares Russell 1000 Large-Cap Index A Mutual Fund a | — | — | — | $287K | 1.6% | |
| American Funds 2027 Target Date Fund R4 Mutual Fund a 340 * Participant Loans Notes receivable from Plan participants. The notes | — | — | — | $203K | 1.1% | |
| American Funds Europacific GR R4 Mutual Fund a | — | — | — | $196K | 1.1% | |
| RELIANCE METLIFE SERIES 25053 C1 35 METLIFE STABLE VALUS · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $138K | 0.8% | |
| American Funds 2025 Target Date Fund R4 Mutual Fund a | — | — | — | $103K | 0.6% | |
| American Funds Amcap R4 Mutual Fund a | — | — | — | $96K | 0.5% | |
| American Funds Smallcap World R4 Mutual Fund a | — | — | — | $93K | 0.5% | |
| Ishares MSCI EAFE International Index A Mutual Fund a | — | — | — | $85K | 0.5% | |
| Ishares MSCI Total International Index A Mutual Fund a | — | — | — | $67K | 0.4% | |
| American Funds 2010 Target Date Fund R4 Mutual Fund a | — | — | — | $66K | 0.4% | |
| American Funds New World Fund R4 Mutual Fund a | — | — | — | $48K | 0.3% | |
| American Funds Ivmt Co of America R4 Mutual Fund a | — | — | — | $43K | 0.2% | |
| American Funds Bond Fund of AmerR4 Mutual Fund a | — | — | — | $42K | 0.2% | |
| Invesco Global Real Estate A Mutual Fund a | — | — | — | $33K | 0.2% | |
| American Funds Inc Fund of Amer R4 Mutual Fund a | — | — | — | $22K | 0.1% | |
| Ishares U.S. Aggregate Bond Index A Mutual Fund a | — | — | — | $16K | <0.1% | |
| American Funds Interm Bd Fd of Amer R4 Mutual Fund a | — | — | — | $13K | <0.1% | |
| American Funds American Balanced R4 Mutual Fund a | — | — | — | $9K | <0.1% |
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