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Original filing (PDF)20260217093354NAL0007296018001
KINGLAND SYSTEMS, LLC
Form 5500
FILING_RECEIVED
KINGLAND SYSTEMS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
160
Accounts w/ balance
222
Plan assets (EOY)
$32.0M
Net assets (EOY)
$32.0M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "s * Fidelity Fidelity 500 Index Fund N/R" is 26% of plan.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KINGLAND SYSTEMS, LLC.
Plan sponsor
Name
KINGLAND SYSTEMS, LLC
EIN
42-1396894
Address
1401 6TH AVENUE SOUTH · CLEAR LAKE, IA · 50428
Phone
(641) 355-1000
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-17
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
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 | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
36 direct securities· $32.0M(100% of reported assets)
Uncategorized
$23.8M
35 holdings
Mutual Funds
$8.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $8.2M | 25.7% | |
| Fidelity Contrafund K N/R | — | — | — | $5.4M | 16.8% | |
| Fidelity Capital Appreciation K Fund N/R | — | — | — | $2.3M | 7.2% | |
| Fidelity Freedom 2050 K N/R | — | — | — | $2.0M | 6.3% | |
| Fidelity Worldwide Fund N/R | — | — | — | $1.6M | 5.0% | |
| Fidelity Freedom 2060 K N/R | — | — | — | $1.6M | 4.9% | |
| Fidelity Freedom 2055 K N/R | — | — | — | $1.6M | 4.9% | |
| Fidelity Mid Cap Index N/R | — | — | — | $1.4M | 4.5% | |
| Fidelity Freedom 2045 K N/R | — | — | — | $1.2M | 3.9% | |
| Fidelity Puritan K6 Fund N/R | — | — | — | $914K | 2.9% | |
| Fidelity Freedom 2065 K6 N/R | — | — | — | $597K | 1.9% | |
| Fidelity Mid-Cap Stock K6 Fund N/R | — | — | — | $578K | 1.8% | |
| Fidelity Equity Income K6 Fund N/R | — | — | — | $502K | 1.6% | |
| Fidelity Freedom 2035 K N/R | — | — | — | $495K | 1.5% | |
| Fidelity Freedom 2025 K N/R | — | — | — | $438K | 1.4% | |
| Fidelity Freedom 2030 K N/R | — | — | — | $393K | 1.2% | |
| Fidelity Freedom 2040 K N/R | — | — | — | $373K | 1.2% | |
| Fund * Fidelity Small Cap Index N/R | — | — | — | $342K | 1.1% | |
| Fidelity Total Intl Idx N/R | — | — | — | $275K | 0.9% | |
| Fidelity Government Income Fund N/R | — | — | — | $268K | 0.8% | |
| Notes Receivable Maturities varying between 1 and 10 $0 | — | — | — | $221K | 0.7% | |
| K6 Fund * Fidelity Value K Fund N/R | — | — | — | $195K | 0.6% | |
| Growth Fund Federated Hermes Federated Hermes Strategic Value N/R | — | — | — | $176K | 0.6% | |
| Fidelity Government Money Market N/R | — | — | — | $158K | 0.5% | |
| Fidelity Stock Selector Small Cap N/R | — | — | — | $156K | 0.5% | |
| American Funds American Funds High Income R6 N/R | — | — | — | $118K | 0.4% | |
| PGIM Jennison Emerging Markets N/R | — | — | — | $109K | 0.3% | |
| Fidelity US Bond Idx N/R | — | — | — | $102K | 0.3% | |
| Fidelity Freedom 2015 K N/R 115 * Fidelity Freedom 2020 K N/R | — | — | — | $87K | 0.3% | |
| Dividend Fund Class R6 American Funds American Funds Bond Fund R6 N/R | — | — | — | $79K | 0.2% | |
| Fidelity Freedom Inc K N/R | — | — | — | $58K | 0.2% | |
| Equity Opportunities Fund Bridgeway Small Cap Value N Fund N/R | — | — | — | $11K | <0.1% | |
| Fidelity Small Cap Group K6 N/R | — | — | — | $6K | <0.1% | |
| Driehaus Capital Management Driehaus International Small Cap N/R | — | — | — | $5K | <0.1% | |
| Fidelity Freedom 2070 K6 N/R | — | — | — | $4K | <0.1% | |
| Baird Mid Cap Growth Institutional N/R | — | — | — | $2K | <0.1% |
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