Back to filter
Original filing (PDF)20251015053746NAL0002005267001
KYB AMERICAS CORPORATION
Form 5500
FILING_RECEIVED
KYB AMERICAS CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
730
Accounts w/ balance
867
Plan assets (EOY)
$51.1M
Net assets (EOY)
$51.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KYB AMERICAS CORPORATION.
Plan sponsor
Name
KYB AMERICAS CORPORATION
EIN
35-2141045
Address
2625 NORTH MORTON · FRANKLIN, IN · 46131
Phone
(317) 736-5049
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $32K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT/FINANCIAL ADVI | $70K | — |
| SIKICH CAPITAL MANAGEMENT, LLC | 36-3168081 | — | INVESTMENT/FINANCIAL ADVI | $16K | — |
Investments
32 direct securities · 1 pooled fund· $49.4M(97% 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.
Registered Investment Companies
$48.2M
32 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $6.4M | 12.6% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $5.5M | 10.9% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $5.1M | 10.1% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $4.9M | 9.6% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $3.9M | 7.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.8M | 5.4% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $2.7M | 5.3% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $2.7M | 5.2% | |
| AB LARGE CAP GROWTH ADVISOR | Registered Investment Companies | — | — | $2.1M | 4.1% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $1.7M | 3.4% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $1.2M | 2.4% | |
| INVESCO STABLE VALUE TRUST - C INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.3% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $1.0M | 2.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $816K | 1.6% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $737K | 1.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $726K | 1.4% | |
| AB SMALL CAP GROWTH I | Registered Investment Companies | — | — | $714K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $693K | 1.4% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $553K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $551K | 1.1% | |
| GS SMALL CAP VALUE INSIGHTS R6 | Registered Investment Companies | — | — | $515K | 1.0% | |
| PIMCO DIVERSIFIED INC - INST | Registered Investment Companies | — | — | $467K | 0.9% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $448K | 0.9% | |
| JANUS HENDERSONBALANCED FUND I | Registered Investment Companies | — | — | $359K | 0.7% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $291K | 0.6% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $288K | 0.6% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $251K | 0.5% | |
| LOOMIS SAYLES GLB ALLOC Y | Registered Investment Companies | — | — | $201K | 0.4% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $187K | 0.4% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $114K | 0.2% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $91K | 0.2% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $31K | <0.1% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $9K | <0.1% |