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Original filing (PDF)20250929083845NAL0011040465001
KONE INC.
Form 5500
FILING_RECEIVED
KONE INC. EMPLOYEES' RETIREMENT PLAN
Defined-benefit pension plan
Signals · 4
29% in single holding~99 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
1,769
Accounts w/ balance
—
Plan assets (EOY)
$166.4M
Net assets (EOY)
$166.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "Aon Intermediate Government Bond Index Fund" is 29% of plan.
- 99 bps in Schedule C fees — 886% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KONE INC..
Plan sponsor
Name
KONE INC.
EIN
36-2357423
Address
3333 WARRENVILLE ROAD, SUITE 700 · LISLE, IL · 60532
Phone
(630) 955-4500
Industry
Manufacturingsee all
Plan administrator
Name
KONE RETIREMENT COMMITTEE
EIN
36-2357423
City
LISLE, IL
Phone
(630) 955-4500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | NONE KNOWN | $1.1M | — |
| AON INVESTMENT USA INC. | 36-3109431 | — | NONE KNOWN | $276K | — |
| MCDERMOTT WILL & EMERY LLP | 36-1453176 | — | NONE KNOWN | $177K | — |
| PRINCIPAL TRUST COMPANY | 51-0099493 | — | NONE KNOWN | $83K | — |
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE KNOWN | $23K | — |
| BLOOMING COLOR INC | 36-3827168 | — | NONE KNOWN | $18K | — |
Investments
1 direct security · 13 pooled funds· $166.3M(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
$162.9M
13 holdings
Uncategorized
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AON INTERMEDIATE GOVT BND INDX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 043 | Common Collective Trust | — | $46.3M | $48.5M | 29.2% | |
| AON LONG CREDIT BOND FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 040 | Common Collective Trust | — | $31.6M | $29.9M | 18.0% | |
| AON LARGE CAP EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 046 | Common Collective Trust | — | $9.0M | $19.5M | 11.7% | |
| AON MID DUR LNG CRED BND FND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 039 | Common Collective Trust | — | $13.7M | $15.1M | 9.1% | |
| AON ENHANCED LIABILITY DRIVEN INVES AON TRUST COMPANY LLC · EIN 37-6543784 / PN 048 | Common Collective Trust | — | $15.0M | $14.7M | 8.8% | |
| AON NON-US EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 044 | Common Collective Trust | — | $8.7M | $12.5M | 7.5% | |
| AON MULTI-ASSET CREDIT FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 041 | Common Collective Trust | — | $5.9M | $8.3M | 5.0% | |
| AON LONG GOVERNMENT BOND INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 042 | Common Collective Trust | — | $4.8M | $4.5M | 2.7% | |
| AON CORE REAL ESTATE FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 037 | Common Collective Trust | — | $2.7M | $4.0M | 2.4% | |
| Principal Bank Money market fund - Principal Deposit Sweep Program | — | — | $3.5M | $3.5M | 2.1% | |
| AON SMALL CAP EQUITY INDEX FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 045 | Common Collective Trust | — | $1.8M | $3.3M | 2.0% | |
| AON HIGH YIELD PLUS FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 007 | Common Collective Trust | — | $1.5M | $1.7M | 1.0% | |
| AON GLOBAL REAL ESTATE FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 006 | Common Collective Trust | — | $573K | $612K | 0.4% | |
| AON 20+ YEAR TREASURY STRIPS FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 036 | Common Collective Trust | — | $325K | $302K | 0.2% |