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Original filing (PDF)20250925050938NAL0007329297001
KITSON & PARTNERS MANAGEMENT SER
Form 5500
FILING_RECEIVED
KITSON & PARTNERS MANAGEMENT SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
205
Accounts w/ balance
195
Plan assets (EOY)
$22.6M
Net assets (EOY)
$22.6M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KITSON & PARTNERS MANAGEMENT SER.
Plan sponsor
Name
KITSON & PARTNERS MANAGEMENT SER
EIN
26-1377793
Address
4500 PGA BLVD, SUITE 400 · PALM BEACH GARDENS, FL · 33418
Phone
(561) 624-4000
Industry
Admin Support & Waste Mgmtsee 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
2025-09-25
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
NISIVOCCIA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $32K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $39K | — |
Investments
30 direct securities· $22.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.9M | 17.5% | |
| FRANKLIN GROWTH FUND R6 | Registered Investment Companies | — | — | $2.3M | 10.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 6.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.1M | 5.0% | |
| BNYM WORLDWIDE GROWTH Y | Registered Investment Companies | — | — | $1.1M | 4.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $894K | 4.0% | |
| INV SM CAP VAL R6 | Registered Investment Companies | — | — | $848K | 3.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $839K | 3.7% | |
| CLEARBRIDGE APPRECIATION FD IS | Registered Investment Companies | — | — | $755K | 3.3% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $732K | 3.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $687K | 3.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $676K | 3.0% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $660K | 2.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $659K | 2.9% | |
| INVESCO EQUAL WEIGHT SP 500 R6 | Registered Investment Companies | — | — | $614K | 2.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $612K | 2.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $598K | 2.6% | |
| INVESCO COMSTOCK FUND - R6 | Registered Investment Companies | — | — | $528K | 2.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $526K | 2.3% | |
| PRINCIPAL HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $488K | 2.2% | |
| LOOMIS SAYLES INV GRADE BOND N | Registered Investment Companies | — | — | $458K | 2.0% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $303K | 1.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $297K | 1.3% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $294K | 1.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $273K | 1.2% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $237K | 1.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $204K | 0.9% | |
| GOLDMAN SACHS INC BLDR R6 | Registered Investment Companies | — | — | $176K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $102K | 0.5% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $102K | 0.5% |
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