· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KCM GROUP — KCM GROUP INC 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250430110335NAL0001797713001
KCM GROUP
Form 5500-SF
FILING_RECEIVED
KCM GROUP INC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
14
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KCM GROUP
.
Find decision makers
Plan sponsor
Name
KCM GROUP
EIN
37-1444326
Address
1940 GARNET AVENUE · SUITE 300 · SAN DIEGO, CA · 92109
Phone
(858) 273-5400
Industry
Agriculture, Forestry, Fishing, Hunting
see 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
2025-04-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
READING TECHNOLOGIES, INC.
READING TECHNOLOGIES 401(K) PLAN
$3.9M · 19 participants
EARTHWATCH INSTITUTE, INC.
EARTHWATCH INSTITUTE 401(K) RETIREMENT PLAN
$3.9M · 24 participants
BAUER EQUITY PARTNERS
BAUER EQUITY PARTNERS 401(K) PLAN
$3.9M · 161 participants
BYFORD MACHINE-TOOL, INC.
BYFORD MACHINE-TOOL, INC. 401(K) PLAN
$3.9M · 26 participants
GEORGE ROBERTSON & SONS, INC.
GEORGE ROBERTSON & SONS, INC. 401(K) RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.9M · 46 participants
WALCOTT ELEVATOR, LLC
WALCOTT ELEVATOR 401(K) PLAN
$3.9M · 42 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
