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Original filing (PDF)20251015120719NAL0004487873001
KIMBERBELL KIDS LLC
Form 5500
FILING_RECEIVED
KIMBERBELL KIDS LLC
401(k) retirement plan
Signals · 1
3 failed disclosures
Active participants
76
Accounts w/ balance
101
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- 3 Schedule C providers failed to disclose compensation.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIMBERBELL KIDS LLC.
Plan sponsor
Name
KIMBERBELL KIDS LLC
EIN
27-1185154
Address
2442 WOLF PACK WAY · LOGAN, UT · 843414742
Phone
(435) 915-6741
Industry
Wholesale Tradesee all
Plan administrator
Name
401GO, INC.
EIN
88-3928199
City
WEST JORDAN, UT
Phone
(801) 214-2125
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CMP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedFailed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| 401GO, INC. | RECORDKEEPER |
| ADP BROKER-DEALER | RECORDKEEPER |
| ADP, INC. | RECORDKEEPER |
Investments
28 direct securities · 1 pooled fund· $1.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.6M
28 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Victoryshares Short Term Bond ETF Exchange Traded Fund | — | — | — | $316K | 19.9% | |
| Vanguard S&P 500 ETF Exchange Traded Fund | — | — | — | $208K | 13.1% | |
| Invesco Bulletshares 2025 Exchange Traded Fund | — | — | — | $205K | 12.9% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund 81 Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $139K | 8.8% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $112K | 7.1% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $104K | 6.6% | |
| iShares Russell 1000 Growth ETF Exchange Traded Fund | — | — | — | $95K | 6.0% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $90K | 5.7% | |
| iShares MSCI International Exchange Traded Fund | — | — | — | $77K | 4.9% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $52K | 3.3% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | — | $47K | 2.9% | |
| American Funds 2060 Trgt Date Retire Mutual Fund | — | — | — | $36K | 2.3% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $30K | 1.9% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $14K | 0.9% | |
| Notes Receivable from Participants Maturing from 2025 through 2027 at interest rates of 9.00% – 10.50% | — | — | — | $9K | 0.6% | |
| Fidelity Large Cap Growth Inx Instl Prm Mutual Fund | — | — | — | $8K | 0.5% | |
| Fidelity US Bond Index Instl Prem Mutual Fund | — | — | — | $8K | 0.5% | |
| DFA International Large Cap Growth Mutual Fund | — | — | — | $6K | 0.4% | |
| Vanguard Target Retirement 2070 Inv Mutual Fund 134 Fidelity Info Tech ETF Exchange Traded Fund | — | — | — | $5K | 0.3% | |
| Vanguard Interm-Term Corp Bd Idx Admiral Mutual Fund | — | — | — | $5K | 0.3% | |
| Vanguard Health Care ETF Exchange Traded Fund | — | — | — | $3K | 0.2% | |
| Fidelity Blue Chip Growth Mutual Fund | — | — | — | $3K | 0.2% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $3K | 0.2% | |
| Schwab Treasury Inflation Protected Sec Ind Mutual Fund | — | — | — | $2K | 0.1% | |
| Fidelity Mid Cap Index Instl Prem Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $2K | <0.1% | |
| American Century Small Cap Growth Mutual Fund | — | — | — | $2K | <0.1% | |
| DFA US Large Company Mutual Fund | — | — | — | $2K | <0.1% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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