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Original filing (PDF)20251009080742NAL0006653729001
KUSTOM US, INC.
Form 5500
FILING_RECEIVED
KUSTOM US, INC. 401(K) PLAN
401(k) retirement plan
Active participants
623
Accounts w/ balance
529
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KUSTOM US, INC..
Plan sponsor
Name
KUSTOM US, INC.
EIN
34-1027047
Address
640 EAST STATE ROAD 434 · STE 1000 · LONGWOOD, FL · 32750
Phone
(407) 965-1940
Industry
Constructionsee all
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
2025-10-09
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Investments
28 direct securities· $11.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund K6 Mutual Fund N/A | — | — | — | $2.4M | 21.7% | |
| Fidelity Freedom 2040 Fund K6 Mutual Fund N/A | — | — | — | $2.2M | 20.0% | |
| Fidelity Freedom 2035 Fund K6 Mutual Fund N/A | — | — | — | $1.4M | 13.1% | |
| Fidelity Freedom 2045 Fund K6 Mutual Fund N/A | — | — | — | $980K | 8.9% | |
| Fidelity Freedom 2055 Fund K6 Mutual Fund N/A | — | — | — | $881K | 8.0% | |
| Fidelity Freedom 2050 Fund K6 Mutual Fund N/A | — | — | — | $879K | 8.0% | |
| Fidelity Freedom 2060 Fund K6 Mutual Fund N/A | — | — | — | $765K | 7.0% | |
| Fidelity Freedom 2025 Fund K6 Mutual Fund N/A | — | — | — | $521K | 4.8% | |
| Fidelity Freedom 2065 Fund K6 Mutual Fund N/A | — | — | — | $244K | 2.2% | |
| Participant loans (Interest at 7.50% - 9.50%) N/A | — | — | — | $172K | 1.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund N/A 995 * Fidelity 500 Index Fund Mutual Fund N/A | — | — | — | $165K | 1.5% | |
| Fidelity Blue Chip Growth K6 Mutual Fund N/A | — | — | — | $114K | 1.0% | |
| Fidelity Freedom 2020 Fund K6 Mutual Fund N/A | — | — | — | $89K | 0.8% | |
| Columbia Contrarian Core Fund Inst'l 3 Mutual Fund N/A | — | — | — | $21K | 0.2% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund N/A | — | — | — | $17K | 0.2% | |
| Fidelity Freedom 2015 Fund K6 Mutual Fund N/A | — | — | — | $14K | 0.1% | |
| Fidelity Small Cap Growth K6 Mutual Fund N/A | — | — | — | $14K | 0.1% | |
| MFS Mid Cap Value Fund R6 Mutual Fund N/A | — | — | — | $12K | 0.1% | |
| Columbia Small Cap Value Fund II Inst'l 3 Mutual Fund N/A | — | — | — | $12K | 0.1% | |
| JPMorgan Government Bond Fund R6 Mutual Fund N/A | — | — | — | $9K | <0.1% | |
| Fidelity Gov't Money Market Fund K6 Money Market Fund N/A | — | — | — | $8K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Fund N/A 709 * Fidelity Total Bond K6 Mutual Fund N/A | — | — | — | $8K | <0.1% | |
| Columbia Emerging Markets Fund Inst'l 3 Mutual Fund N/A | — | — | — | $8K | <0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund N/A | — | — | — | $6K | <0.1% | |
| Fidelity Int'l Capital Appreciation K6 Mutual Fund N/A | — | — | — | $6K | <0.1% | |
| American Funds American MF R-6 Mutual Fund N/A | — | — | — | $6K | <0.1% | |
| Fidelity Freedom 2070 Fund K6 Mutual Fund N/A | — | — | — | $3K | <0.1% | |
| Cohen & Steers Realty Shares Fund Z Mutual Fund N/A | — | — | — | $1K | <0.1% |
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