Back to filter
Original filing (PDF)20260211121816NAL0004388608001
KITCHEN KOMPACT, INC.
Form 5500
FILING_RECEIVED
KITCHEN KOMPACT, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
62% in single holding
Active participants
200
Accounts w/ balance
217
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
How this plan invests
This plan
1 pooled trust
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Institutional Index Fund Institutional" is 62% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KITCHEN KOMPACT, INC..
Plan sponsor
Name
KITCHEN KOMPACT, INC.
EIN
35-1048077
Address
P.O. BOX 868 · 911 EAST ELEVENTH STREET · JEFFERSONVILLE, IN · 471310868
Phone
(812) 282-6681
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
HARDING SHYMANSKI
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | RECORD KEEPER AND ADMIN | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES, INC. | 59-1237041 | — | CONSULTANT | $28K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | TRUSTEE | $14K | — |
Investments
3 direct securities · 1 pooled fund· $24.1M(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.
Uncategorized
$18.5M
3 holdings
Common Collective Trust
$5.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional | — | — | — | $15.0M | 62.0% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $5.6M | 23.1% | |
| American Funds American Balanced Fund Class R-6 | — | — | — | $3.1M | 12.7% | |
| BlackRock 20/80 Target Allocation Fund Institution | — | — | — | $419K | 1.7% |
Related plans
Other plans using RAYMOND JAMES AND ASSOCIATES, INC.
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
SH GROUP, INC.
SH GROUP, INC. PROFIT SHARING AND 401(K) PLAN
$140.7M · 548 participants
VOPAK NORTH AMERICA INC.
VOPAK NORTH AMERICA INC. RETIREMENT PLAN
$134.0M · 196 participants
SIMMONS HANLY CONROY LLP
SIMMONS HANLY CONROY 401(K) PLAN
$126.9M · 425 participants
Similar-size Manufacturing plans
PROFILE PRODUCTS LLC
PROFILE PRODUCTS LLC EMPLOYEES' SAVINGS & RETIREMENT PLAN
$23.7M · 567 participants
NUDO PRODUCTS, INC.
NUDO PRODUCTS, INC. 401(K) PLAN
$24.8M · 314 participants
DERR FLOORING CO.
DERR FLOORING COMPANY 401(K) PLAN
$24.9M · 133 participants
TRANSPAK, INC.
TRANSPAK 401(K) PLAN
$23.4M · 1,044 participants
PLATO WOODWORK, INC.
PLATO WOODWORK, INC. PROFIT SHARING PLAN & TRUST
$25.1M · 159 participants
RAYONIER ADVANCED MATERIALS INC.
RYAM 401(K) PLAN FOR FERNANDINA HOURLY EMPLOYEES
$22.9M · 217 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants