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Original filing (PDF)20251007131329NAL0002700339001
KYYBA, INC.
Form 5500
FILING_RECEIVED
KYYBA, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
50% in single holding
Active participants
111
Accounts w/ balance
194
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
35 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "b b" is 50% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KYYBA, INC..
Plan sponsor
Name
KYYBA, INC.
EIN
38-3446497
Address
28230 ORCHARD LAKES ROAD · SUITE 130 · FARMINGTON HILLS, MI · 48334
Phone
(248) 813-9665
Industry
Professional & Technical Servicessee 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
2025-10-07
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $22K | — |
Investments
35 direct securities· $17.7M(100% of reported assets)
Uncategorized
$17.6M
34 holdings
Mutual Funds
$29K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| b | — | — | — | $8.8M | 100.0% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund N/R | — | — | — | $1.1M | 12.1% | |
| Fidelity Investments Fidelity 500 Index N/R | — | — | — | $923K | 10.4% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund N/R | — | — | — | $873K | 9.9% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund N/R | — | — | — | $752K | 8.5% | |
| Fidelity Investments Fidelity NASDAQ Comp Index N/R | — | — | — | $594K | 6.7% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund N/R | — | — | — | $573K | 6.5% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund N/R | — | — | — | $507K | 5.7% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth N/R | — | — | — | $463K | 5.2% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund N/R | — | — | — | $341K | 3.9% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund N/R | — | — | — | $302K | 3.4% | |
| PIMCO Income Fund N/R | — | — | — | $241K | 2.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | — | — | — | $214K | 2.4% | |
| Fidelity Investments Fidelity Global ex. US Index Fund N/R | — | — | — | $186K | 2.1% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund N/R | — | — | — | $185K | 2.1% | |
| John Hancock John Hancock Enterprise I N/R | — | — | — | $183K | 2.1% | |
| Dodge & Cox Dodge & Cox Stock N/R | — | — | — | $178K | 2.0% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | — | — | — | $178K | 2.0% | |
| Cohen & Steers C&S Real Estate I N/R | — | — | — | $135K | 1.5% | |
| Fidelity Investments Fidelity Advisor Mid Cap Value I N/R | — | — | — | $132K | 1.5% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund N/R | — | — | — | $123K | 1.4% | |
| American Funds American Funds EuroPacific Growth R6 N/R | — | — | — | $119K | 1.4% | |
| Money Market * Fidelity Investments Fidelity Government Money Market | — | — | — | $84K | 1.0% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund N/R | — | — | — | $74K | 0.8% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $62K | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund N/R | — | — | — | $61K | 0.7% | |
| PIMCO Investment Grade Credit Bond Fund N/R | — | — | — | $58K | 0.7% | |
| American Funds American Funds Investment Company of America N/R | — | — | — | $54K | 0.6% | |
| Lord Abbett Lord Abbett Short Duration Income Fund N/R | — | — | — | $46K | 0.5% | |
| John Hancock John Hancock Triton I N/R | — | — | — | $42K | 0.5% | |
| Invesco Oppenheimer Global Opports R6 N/R | — | — | — | $35K | 0.4% | |
| American Funds American Balanced Fund R4 N/R | Mutual Funds | — | — | $29K | 0.3% | |
| American Funds American Funds Washington Mutual R6 N/R | — | — | — | $12K | 0.1% | |
| Allspring Global Investments AS Spl Small Cap Value IS N/R | — | — | — | $3K | <0.1% | |
| MFS Investment Management MFS International Intrinsic Value R4 N/R | — | — | — | $3K | <0.1% |
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