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Original filing (PDF)20251015143326NAL0005143969001
KPC GLOBAL MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
KPC GLOBAL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,929
Accounts w/ balance
5,240
Plan assets (EOY)
$298.3M
Net assets (EOY)
$298.3M
How this plan invests
This plan
13 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 133% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KPC GLOBAL MANAGEMENT, LLC.
Plan sponsor
Name
KPC GLOBAL MANAGEMENT, LLC
EIN
26-4469929
Address
1301 N. TUSTIN AVE · SANTA ANA, CA · 92705
Phone
(714) 953-2547
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | BROKER/DEALER | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $556K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $129K | — |
| BDO | 13-5381590 | — | SERVICE PROVIDER | $10K | — |
Investments
13 pooled funds· $166.5M(56% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NUVEEN TIAA LIFECYCLE BLEND 2035 - SEI INVESTMENTS DISTRIBUTION CO · EIN 84-2893191 / PN 001 | Common Collective Trust | $30.1M | 10.1% |
| NUVEEN TIAA LIFECYCLE BLEND 2030 - SEI INVESTMENTS DISTRIBUTION CO · EIN 84-2874526 / PN 001 | Common Collective Trust | $27.5M | 9.2% |
| NUVEEN TIAA LIFECYCLE BLEND 2025 - SEI INVESTMENTS DISTRIBUTION CO · EIN 84-2860795 / PN 001 | Common Collective Trust | $24.0M | 8.0% |
| NUVEEN TIAA LIFECYCLE BLEND 2040 - SEI INVESTMENTS DISTRIBUTION CO · EIN 84-2900094 / PN 001 | Common Collective Trust | $19.9M | 6.7% |
| NUVEEN TIAA LIFECYCLE BLEND 2020 - SEI INVESTMENTS DISTRIBUTION CO · EIN 84-2831745 / PN 001 | Common Collective Trust | $19.1M | 6.4% |
| NUVEEN TIAA LIFECYCLE BLEND RETIREM SEI INVESTMENTS DISTRIBUTION CO · EIN 84-3013107 / PN 001 | Common Collective Trust | $12.2M | 4.1% |
| NUVEEN TIAA LIFECYCLE BLEND 2045 - SEI INVESTMENTS DISTRIBUTION CO · EIN 84-2910960 / PN 001 | Common Collective Trust | $12.2M | 4.1% |
| NUVEEN TIAA LIFECYCLE BLEND 2050 - SEI INVESTMENTS DISTRIBUTION CO · EIN 84-2939617 / PN 001 | Common Collective Trust | $9.6M | 3.2% |
| NUVEEN TIAA LIFECYCLE BLEND 2055 - SEI INVESTMENTS DISTRIBUTION CO · EIN 84-2969085 / PN 001 | Common Collective Trust | $6.2M | 2.1% |
| NUVEEN TIAA LIFECYCLE BLEND 2060 - SEI INVESTMENTS DISTRIBUTION CO · EIN 84-2996248 / PN 001 | Common Collective Trust | $3.4M | 1.1% |
| NUVEEN TIAA LIFECYCLE BLEND 2065 - SEI INVESTMENTS DISTRIBUTION CO · EIN 85-3261857 / PN 001 | Common Collective Trust | $2.5M | 0.8% |
| NUVEEN TIAA LIFECYCLE BLEND 2015 - SEI INVESTMENTS DISTRIBUTION CO · EIN 84-2819477 / PN 001 | Common Collective Trust | $90K | <0.1% |
| NUVEEN TIAA LIFECYCLE BLEND 2010 - SEI INVESTMENTS DISTRIBUTION CO · EIN 84-3069065 / PN 001 | Common Collective Trust | $14K | <0.1% |
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