How big is Kindness General Contractors, LLC's plan?

Kindness General Contractors, LLC's plan reported $12.6M in assets and 117 participants for 2024.

Original filing (PDF)20251008124251NAL0003289171001

Kindness General Contractors, LLC

Name: Kindness General Contractors, LLC — KGC, LLC 401(k), Form 5500 (2024)
Creator: Kindness General Contractors, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

KGC, LLC 401(k) Plan

401(k) retirement plan · Kindness General Contractors, LLC's KGC, LLC 401(k) Plan held $12.6M in plan assets for 117 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

27% in single holding

Active participants

117

Accounts w/ balance

123

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

People on this filing

Virginia Preciado signed Kindness General Contractors, LLC's 2024 Form 5500 as plan administrator.

Virginia Preciado — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kindness General Contractors, LLC's EIN is 33-0941973.

EIN 33-0941973

Plan number 001

Plan year 2024

ACK ID 20251008124251NAL0003289171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kindness General Contractors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kindness General Contractors, LLC's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KINDNESS GENERAL CONTRACTORS, LLC.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (86th percentile).

Plan sponsor

Name

KINDNESS GENERAL CONTRACTORS, LLC

EIN

all filings

Address

6461 GLOBAL DRIVE · CYPRESS, CA · 90630

Phone

(714) 636-4542

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY	26-4310632	—	ADVISOR	$0	—

Investments

26 direct securities· $12.6M(100% of reported assets)

Mutual Funds

$11.2M

16 holdings

Common Collective Trusts

$977K

4 holdings

Other securities

$216K

5 holdings

Bonds / Notes

$206K

1 holding

					% of plan
Fidelity Advisor Freedom 2040 Fund Class A Mutual Fund	Mutual Funds	—	—	$3.3M	26.6%
Fidelity Advisor Freedom 2030 Fund Class A Mutual Fund	Mutual Funds	—	—	$2.1M	16.5%
Fidelity Advisor Freedom 2035 Fund Class A Mutual Fund	Mutual Funds	—	—	$2.0M	15.7%
Fidelity Advisor Freedom 2045 Fund Class A Mutual Fund	Mutual Funds	—	—	$964K	7.7%
Fidelity Advisor Freedom 2055 Fund Class A Mutual Fund	Mutual Funds	—	—	$745K	5.9%
Fidelity Advisor Freedom 2050 Fund Class A Mutual Fund	Mutual Funds	—	—	$727K	5.8%
Fidelity Advisor Freedom 2025 Fund Class A Mutual Fund	Mutual Funds	—	—	$653K	5.2%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$534K	4.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$226K	1.8%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$206K	1.6%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$193K	1.5%
Fidelity Advisor Freedom 2020 Fund Class A Mutual Fund	Mutual Funds	—	—	$150K	1.2%
Invesco Diversified Dividend Fund Class A Mutual Fund	Mutual Funds	—	—	$142K	1.1%
First Eagle Global Fund Class A Mutual Fund 282 Lord Abbett Floating Rate Fund R4 Mutual Fund 478 BlackRock Total Return Fund Class A Mutual Fund	Mutual Funds	—	—	$134K	1.1%
John Hancock Balanced Fund Class S Mutual Fund ** 192 John Hancock Enterprise Fund Class S Mutual Fund	Other securities	—	—	$127K	1.0%
Fidelity Advisor Freedom 2015 Fund Class A Mutual Fund	Mutual Funds	—	—	$79K	0.6%
T. Rowe Price Blue Chip Growth Fund Class R Mutual Fund	Other securities	—	—	$70K	0.6%
Fidelity Advisor Freedom 2060 Fund Class A Mutual Fund	Mutual Funds	—	—	$64K	0.5%
Fidelity Advisor New Insights Fund Class A Mutual Fund	Mutual Funds	—	—	$45K	0.4%
Fidelity Advisor Freedom 2065 Fund Class A Mutual Fund	Mutual Funds	—	—	$40K	0.3%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$24K	0.2%
MFS International Diversification Fund R3 Mutual Fund	Mutual Funds	—	—	$24K	0.2%
T. Rowe Price Real Estate Advisor Fund Mutual Fund	Other securities	—	—	$9K	<0.1%
Neuberger Berman Genesis Trust Class Mutual Fund	Other securities	—	—	$5K	<0.1%
Victory Sycamore Established Value Fund Class A Mutual Fund	Other securities	—	—	$5K	<0.1%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$4K	<0.1%