Back to filter
Original filing (PDF)20260204172646NAL0003792689001
KST DATA, INC.
Form 5500-SF
FILING_RECEIVED
KST DATA, INC. PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Active participants
42
Accounts w/ balance
42
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KST DATA, INC..
Plan sponsor
Name
KST DATA, INC.
EIN
33-0416872
Address
3699 WILSHIRE BLVD., SUITE 100 · LOS ANGELES, CA · 900102729
Phone
(213) 384-9555
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-04
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
THERMO FISHER SCIENTIFIC INC.
THERMO FISHER SCIENTIFIC INC. RETIREE HEALTH REIMBURSEMENT PLAN
$12.7M
LOTH HOLDINGS, LLC
LOTH HOLDINGS, LLC PROFIT SHARING AND 401(K) PLAN
$12.8M · 134 participants
TELEDYNAMICS
TELEDYNAMICS 401K PLAN
$12.4M · 66 participants
T. FRANK MCCALL'S, INC.
T. FRANK MCCALL'S EMPLOYEE SAVINGS PLAN
$12.9M · 17 participants
W.P. & R.S. MARS COMPANY
W.P. & R.S. MARS COMPANY PROFIT SHARING AND 401(K) PLAN
$12.9M · 86 participants
THE STEWART ORGANIZATION, INC.
THE STEWART ORGANIZATION 401(K) PARTNER PLAN
$12.4M · 145 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B