Back to filter
Original filing (PDF)20251223133231NAL0005883987001
HUMAN KINETICS, INC.
Form 5500
FILING_RECEIVED
HUMAN KINETICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
157
Accounts w/ balance
191
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUMAN KINETICS, INC..
Plan sponsor
Name
HUMAN KINETICS, INC.
EIN
37-1064571
Address
1607 N MARKET STREET · CHAMPAIGN, IL · 61820
Phone
(217) 403-7606
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-12-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MH CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC ADVISORS INC | 16-1450952 | — | NONE | $38K | — |
| NBT CAPITAL MANAGEMENT | 55-0846628 | — | NONE | $30K | — |
Investments
26 direct securities · 1 pooled fund· $19.6M(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
$14.8M
25 holdings
Mutual Funds
$3.5M
1 holding
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s, at Fair Value * Schwab S&P 500 Index Fund Select | Mutual Funds | — | — | $3.5M | 17.6% | |
| American Mutual Fund R6 | — | — | — | $2.5M | 12.8% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.8M | 8.9% | |
| Vanguard Growth Index Fund Admiral | — | — | — | $1.6M | 8.4% | |
| STABLE VALUE FUND CIT, SERIES 25157 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $1.4M | 6.9% | |
| Schwab International Index Fund | — | — | — | $1.2M | 6.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.2M | 6.3% | |
| Vanguard Mid Cap Growth Index Admiral | — | — | — | $1.2M | 6.0% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $822K | 4.2% | |
| Baird Aggregate Bond Fund Institutional | — | — | — | $737K | 3.7% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | — | $599K | 3.0% | |
| Vanguard Small Cap Growth Index Fund Admiral | — | — | — | $571K | 2.9% | |
| Vanguard Mid Cap Value Index Fund | — | — | — | $539K | 2.7% | |
| Vanguard Small Cap Value Index Fund Admiral | — | — | — | $284K | 1.4% | |
| Vanguard Small Cap Value Index Fund Admiral | — | — | — | $271K | 1.4% | |
| Parnassus Core Equity Fund Institutional | — | — | — | $236K | 1.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $183K | 0.9% | |
| Vanguard Real Estate Index Fund Admiral | — | — | — | $161K | 0.8% | |
| Vanguard Target Retirement Income Fund Investor | — | — | — | $140K | 0.7% | |
| Schwab Treasury Inflation Protection Securities Index Fund | — | — | — | $138K | 0.7% | |
| Brandywineglobal Global Opportunity Fund Investor | — | — | — | $121K | 0.6% | |
| DFA Commodity Strategy Portfolio Fund Institutional | — | — | — | $119K | 0.6% | |
| American Funds New World Fund R6 | — | — | — | $112K | 0.6% | |
| Principal Investor High Yield II Fund Institutional | — | — | — | $53K | 0.3% | |
| Party-In- Current Interest Identity of Party Involved and Description of Investment Cost Value Cash * Charles Schwab Cash Account | — | — | — | $41K | 0.2% | |
| Pimco GNMA & Government Securities Fund Institutional | — | — | — | $38K | 0.2% | |
| Current Interest Identity of Party Involved and Description of Investment Cost Value Vanguard Target Retirement 2060 Fund | — | — | — | $14K | <0.1% |