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Original filing (PDF)20251006124240NAL0006084048001
KIA AMERICA, INC.
Form 5500
FILING_RECEIVED
KIA AMERICA 401(K) PLAN
401(k) retirement plan
Active participants
722
Accounts w/ balance
834
Plan assets (EOY)
$141.6M
Net assets (EOY)
$141.6M
How this plan invests
This plan
21 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 138% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIA AMERICA, INC..
Plan sponsor
Name
KIA AMERICA, INC.
EIN
33-0539850
Address
111 PETERS CANYON ROAD · IRVINE, CA · 92606
Phone
(949) 468-4800
Industry
Manufacturingsee all
Plan administrator
Name
MERCER INVESTMENTS, LLC
EIN
30-0282430
City
BOSTON, MA
Phone
(617) 747-9500
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
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)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | 30-0282430 | — | INVESTMENT ADVISOR | $262K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $21K | — |
Investments
2 direct securities · 21 pooled funds· $141.6M(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.
Common Collective Trust
$139.9M
21 holdings
Uncategorized
$1.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S & P 500 INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 065 | Common Collective Trust | — | — | $25.4M | 17.9% | |
| MERCERWISE 2030 TARGET DATE M MERCER FUNDS · EIN 81-3306633 / PN 018 | Common Collective Trust | — | — | $23.0M | 16.3% | |
| MERCERWISE 2025 TARGET DATE M MERCER FUNDS · EIN 81-3292317 / PN 017 | Common Collective Trust | — | — | $15.4M | 10.8% | |
| MERCERWISE 2040 TARGET DATE M MERCER FUNDS · EIN 81-3334212 / PN 020 | Common Collective Trust | — | — | $13.6M | 9.6% | |
| MERCERWISE 2035 TARGET DATE M MERCER FUNDS · EIN 81-3324865 / PN 019 | Common Collective Trust | — | — | $13.1M | 9.2% | |
| MERCERWISE 2045 TARGET DATE M MERCER FUNDS · EIN 81-3355483 / PN 021 | Common Collective Trust | — | — | $9.3M | 6.6% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $6.5M | 4.6% | |
| MERCERWISE 2050 TARGET DATE M MERCER FUNDS · EIN 81-3367468 / PN 022 | Common Collective Trust | — | — | $5.1M | 3.6% | |
| US SMALL/MID CAP STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $4.1M | 2.9% | |
| MERCER SMALL MID/CAP STOCK FUND MERCER FUNDS · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $3.5M | 2.5% | |
| MERCERWISE 2055 TARGET DATE M MERCER FUNDS · EIN 81-3408562 / PN 024 | Common Collective Trust | — | — | $3.3M | 2.3% | |
| INTERNATIONAL STOCK INDEX FUND MERCER UNITIZED FUNDS · EIN 90-0337987 / PN 282 | Common Collective Trust | — | — | $3.1M | 2.2% | |
| MERCERWISE 2020 TARGET DATE M MERCER FUNDS · EIN 81-3277570 / PN 016 | Common Collective Trust | — | — | $2.8M | 2.0% | |
| MERCERWISE 2060 TARGET DATE M MERCER FUNDS · EIN 81-3428516 / PN 025 | Common Collective Trust | — | — | $2.2M | 1.6% | |
| US BOND INDEX FUND MERCER UNITIZED FUNDS · EIN 04-0025081 / PN 071 | Common Collective Trust | — | — | $2.2M | 1.6% | |
| MERCER DIVERSIFIED BOND MERCER FUNDS · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $2.2M | 1.5% | |
| MERCER INTERNATIONAL STOCK MERCER FUNDS · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $1.9M | 1.3% | |
| Participants Participant Loans Rates from 4.16% to 9.50% - | — | — | — | $1.2M | 0.9% | |
| MERCERWISE 2065 TARGET DATE M MERCER FUNDS · EIN 81-3546834 / PN 026 | Common Collective Trust | — | — | $975K | 0.7% | |
| MERCERWISE 2015 TARGET DATE M MERCER FUNDS · EIN 81-3269915 / PN 015 | Common Collective Trust | — | — | $950K | 0.7% | |
| BLACKROCK STRATEGIC COMPLETION NL M BLACKROCK UNITIZED CIT · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $902K | 0.6% | |
| MERCERWISE TARGET DATE INCOME MERCER FUNDS · EIN 81-3224417 / PN 013 | Common Collective Trust | — | — | $507K | 0.4% | |
| BlackRock Multi-Asset Income Portfolio | — | — | — | $490K | 0.3% |