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Original filing (PDF)20250728090744NAL0000746819001
KONE INC.
Form 5500
FILING_RECEIVED
KONE INC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
1,962
Accounts w/ balance
2,544
Plan assets (EOY)
$467.4M
Net assets (EOY)
$467.4M
How this plan invests
This plan
14 pooled trusts
Schedule D
47 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 KONE INC..
Plan sponsor
Name
KONE INC.
EIN
36-2357423
Address
3333 WARRENVILLE RD · STE. 700 · LISLE, IL · 60532
Phone
(630) 955-4500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PLANTE AND MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $66K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $209K | — |
| AON | — | CHICAGO, IL | CONSULTANT | $14K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN | — | SCHAUMBURG, IL | ACCOUNTANT | $15K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCDERMOTT WILL & EMERY LLP | 36-1453176 | — | ATTORNEY/LEGAL | $52K | — |
Investments
44 direct securities · 14 pooled funds· $402.2M(86% 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
$221.2M
14 holdings
Uncategorized
$181.1M
44 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS TRGT RET 2035 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 317 | Common Collective Trust | — | — | $29.9M | 6.4% | |
| SS TRGT RET 2040 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $27.4M | 5.9% | |
| SS TRGT RET 2030 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 316 | Common Collective Trust | — | — | $26.7M | 5.7% | |
| SS TRGT RET 2050 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 320 | Common Collective Trust | — | — | $26.2M | 5.6% | |
| SS TRGT RET 2025 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 315 | Common Collective Trust | — | — | $23.8M | 5.1% | |
| [DFE: STATE STREET TARGET RETIREMENT 2045 SECURITIES LENDING SERIES FUND CLASS VI (extraction pending)] | — | — | — | $23.7M | 5.1% | |
| SS TRGT RET 2045 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $23.7M | 5.1% | |
| BTC TOTAL RETURN L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $18.0M | 3.9% | |
| [DFE: STATE STREET TARGET RETIREMENT 2055 SECURITIES LENDING SERIES FUND CLASS VI (extraction pending)] | — | — | — | $13.6M | 2.9% | |
| SS TRGT RET 2055 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 325 | Common Collective Trust | — | — | $13.6M | 2.9% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $12.8M | 2.7% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $9.8M | 2.1% | |
| S&P 500 R INDX SL SF CL ICMC1 | — | — | — | $9.3M | 2.0% | |
| S&P 500 R INDX SL SF CL ICMC1 | — | — | — | $9.1M | 2.0% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $9.0M | 1.9% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $8.9M | 1.9% | |
| S&P 500 R INDX SL SF CL I CMC1 | — | — | — | $7.2M | 1.6% | |
| [DFE: STATE STREET TARGET RETIREMENT 2020 SECURITIES LENDING SERIES FUND CLASS VI (extraction pending)] | — | — | — | $7.2M | 1.5% | |
| SS TRGT RET 2020 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $7.2M | 1.5% | |
| GLOBAL ALL CAP EQUITY EXUS INDX SL | — | — | — | $6.3M | 1.3% | |
| SS TRGT RET 2060 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 454 | Common Collective Trust | — | — | $5.6M | 1.2% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $5.2M | 1.1% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $4.9M | 1.1% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $4.8M | 1.0% | |
| S&P 500 R INDX SL SF CL ICMC1 | — | — | — | $4.6M | 1.0% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | — | — | — | $4.3M | 0.9% | |
| [DFE: STATE STREET TARGET RETIREMENT INCOME SECURITIES LENDING SERIES FUND CLASS VI (extraction pending)] | — | — | — | $4.1M | 0.9% | |
| SS TRGT RET INC VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $4.1M | 0.9% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $3.9M | 0.8% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $3.6M | 0.8% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $3.1M | 0.7% | |
| U.S. LONG GOVT BOND INDX SL SF CL I | — | — | — | $3.0M | 0.6% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $2.9M | 0.6% | |
| U.S. LONG GOVT BOND INDX SL SF CLI | — | — | — | $2.8M | 0.6% | |
| U.S. LONG GOVT BOND INDX SL SF CLI | — | — | — | $2.7M | 0.6% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $2.6M | 0.5% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | — | — | — | $2.6M | 0.5% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $2.1M | 0.5% | |
| S&P 500 R INDX SL SF CL ICMC1 | — | — | — | $2.0M | 0.4% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $1.8M | 0.4% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $1.7M | 0.4% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $1.7M | 0.4% | |
| US SHORT-TERM GOVT/CREDIT BOND INDE | — | — | — | $1.6M | 0.4% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $1.4M | 0.3% | |
| U.S. LONG GOVT BOND INDX SL SF CL I | — | — | — | $1.4M | 0.3% | |
| GLOBAL REAL EST SEC INDX SL SF CL I | — | — | — | $1.2M | 0.3% | |
| [DFE: STATE STREET TARGET RETIREMENT 2065 SECURITIES LENDING SERIES FUND CLASS VI (extraction pending)] | — | — | — | $1.1M | 0.2% | |
| SS TRGT RET 2065 VI STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 049 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| STRATEGIC COMPLETION NL FUND F | — | — | $941K | $1.0M | 0.2% | |
| BTC STR COMP NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.2% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $989K | 0.2% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $885K | 0.2% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $841K | 0.2% | |
| GLOBAL REAL EST SEC INDX SL SF CL I | — | — | — | $674K | 0.1% | |
| U.S. LONG GOVT BOND INDX SL SF CLI | — | — | — | $564K | 0.1% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $531K | 0.1% | |
| US HIGH YIELD BOND INDX SL SF CLI | — | — | — | $494K | 0.1% | |
| U.S. LONG GOVT BOND INDX SL SF CL I | — | — | — | $0 | <0.1% |