Original filing (PDF)20260505220711NAL0001005443032

KOT Wholesale, Inc.

Name: KOT Wholesale, Inc. — KOT 401(k) Plan, Form 5500 (2025)
Creator: KOT Wholesale, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KOT 401(k) Plan

401(k) retirement plan · KOT Wholesale, Inc.'s KOT 401(k) Plan held $102K in plan assets for 56 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOT WHOLESALE, INC..

Plan sponsor

Name

KOT WHOLESALE, INC.

EIN

27-0903459all filings

Address

4330 BLUEBONNET DR · STAFFORD, TX · 774772902

Phone

(281) 240-6172

Industry

Wholesale Trade

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

Valor International LLC

Valor International LLC 401(k) Plan

$102K · 10 participants

Specialized Materials and Chemicals, LLC

Specialized Materials and Chemicals, LLC Cash Balance Plan

$100K · 2 participants

W & W Materials Supply, Inc.

W & W Materials Supply, Inc. Cash Balance Plan

$99K

Medchemexpress LLC

Medchemexpress LLC 401(k) Plan

$96K · 22 participants

Classic Impressions Inc.

Classic Impressions Inc. 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.