Back to filter
Original filing (PDF)20260204172046NAL0006078832001
KST DATA, INC.
Form 5500-SF
FILING_RECEIVED
KST DATA, INC. CASH BALANCE ACCOUNT PLAN
Defined-benefit pension plan
Active participants
38
Accounts w/ balance
—
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
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
003
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-04
Pension benefit codes
1C · Cash balance or similar hybrid DB
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
U-TECH PRODUCTS, INC.
U-TECH PRODUCTS INC. 401(K) PROFITS SHARING PLAN & TRUST
$6.6M · 43 participants
LPG & NH3 SUPPLY, INC.
LPG & NH3 SUPPLY, INC. RETIREMENT PLAN
$6.6M · 22 participants
APPLIED POWER SYSTEMS, INC.
APPLIED POWER SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
$6.5M · 19 participants
SOLAR LIGHT COMPANY, LLC
SOLAR LIGHT COMPANY, LLC AND OPTRONIC
$6.5M · 32 participants
SILVER DOLLAR OPTICAL CORPORATION
SILVER DOLLAR OPTICAL CORPORATION EMPLOYEE RETIREMENT PLAN
$6.4M · 25 participants
ACO MEDICAL SUPPLY, LLC
ACO MEDICAL SUPPLY, LLC 401(K) PLAN
$6.4M · 82 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