· 2022–2024 · DOL EFAST2
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KAEKO, INC. — KAEKO, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014134726NAL0006153314001
KAEKO, INC.
Form 5500
FILING_RECEIVED
KAEKO, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holding
100% employer stock
Active participants
82
Accounts w/ balance
134
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KAEKO, INC.
.
Find decision makers
Plan sponsor
Name
KAEKO, INC.
EIN
26-0319601
Address
451 N. DEAN AVE · CHANDLER, AZ · 85226
Phone
(480) 219-0093
Industry
Construction
see 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
2025-10-14
Pension benefit codes
2O · ESOP (non-leveraged)
2E · Profit-sharing
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $1.4M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
KAEKO, Inc. 30,000 shares of common stock
—
—
$1.0M
$1.4M
100.0%
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Knocking points off
Top holding "KAEKO, Inc. 30,000 shares of common stock" is 100% of plan.
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Helping the score
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