Original filing (PDF)20250707132932NAL0003257633001

KUBOTA TRACTOR OF THE TRISTATE, LLC

Name: KUBOTA TRACTOR OF THE TRISTATE, LLC — KUBOTA TRACTOR OF THE TRISTATE 401(K) PLAN, Form 5500 (2024)
Creator: KUBOTA TRACTOR OF THE TRISTATE, LLC

Form 5500-SF

FILING_RECEIVED

KUBOTA TRACTOR OF THE TRISTATE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$387K

Net assets (EOY)

$387K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KUBOTA TRACTOR OF THE TRISTATE, LLC.

Plan sponsor

Name

KUBOTA TRACTOR OF THE TRISTATE, LLC

EIN

38-3652773all filings

Address

130 MOUNT ZION ROAD · FLORENCE, KY · 41042

Phone

(859) 727-3090

Industry

Retail Tradesee all

Plan administrator