How big is KUDU Dynamics' plan?

KUDU Dynamics' plan reported $30.6M in assets and 177 participants for 2024.

Original filing (PDF)20250930074014NAL0011407329001

KUDU Dynamics

Name: KUDU Dynamics — KUDU Dynamics 401(k) Retirement PLA, Form 5500 (2024)
Creator: KUDU Dynamics
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

KUDU Dynamics 401(k) Retirement PLA N

401(k) retirement plan · KUDU Dynamics' KUDU Dynamics 401(k) Retirement PLA N held $30.6M in plan assets for 177 participants in 2024, with John Hancock as recordkeeper.

Signals · 4

Late participant contributionsPossibly inadequate fidelity bondHigh average account balance11 service providers

Active participants

177

Accounts w/ balance

193

Plan assets (EOY)

$30.6M

Net assets (EOY)

$30.6M

People on this filing

Joshua NEFF signed KUDU Dynamics' 2024 Form 5500 as plan administrator.

Joshua NEFF — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KUDU Dynamics' EIN is 46-3357840.

EIN 46-3357840

Plan number 001

Plan year 2024

ACK ID 20250930074014NAL0011407329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KUDU Dynamics from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KUDU Dynamics' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KUDU DYNAMICS.

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 183K (3% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

High average account balance (91st percentile).

Plan sponsor

Name

KUDU DYNAMICS

EIN

all filings

Address

14401 PENROSE PL STE 510 · CHANTILLY, VA · 201511766

Phone

(703) 527-1230

Industry

Professional & Technical Services

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

2025-09-30

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)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

11 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	04-3483032	—	NONE	$0	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRUDENTIAL JENNISON	22-3703799

Investments

30 direct securities· $30.6M(100% of reported assets)

Other securities

$21.8M

17 holdings

Common Collective Trusts

$6.2M

1 holding

Mutual Funds

$1.8M

8 holdings

Common Stocks

$350K

2 holdings

Cash / Money Market

$271K

1 holding

Participant loans

$130K

1 holding

					% of plan
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$6.2M	20.3%
T. Rowe Price Retirement 2045 I Class Mutual fund	Other securities	—	—	$5.1M	16.8%
T. Rowe Price Retirement 2050 I Class Mutual fund	Other securities	—	—	$3.9M	12.7%
T. Rowe Price Retirement 2060 I Class Mutual fund	Other securities	—	—	$2.6M	8.5%
T. Rowe Price Retirement 2055 I Class Mutual fund	Other securities	—	—	$2.5M	8.3%
T. Rowe Price Retirement 2035 I Class Mutual fund	Other securities	—	—	$1.9M	6.3%
T. Rowe Price Retirement 2040 I Class Mutual fund	Other securities	—	—	$1.8M	5.8%
T. Rowe Price Retirement 2030 I Class Mutual fund	Other securities	—	—	$926K	3.0%
AB Large Cap Growth Fund Class Z Mutual fund	Other securities	—	—	$839K	2.7%
T. Rowe Price Retirement 2065 I Class Mutual fund	Other securities	—	—	$695K	2.3%
Dodge & Cox Income X Mutual fund	Mutual Funds	—	—	$594K	1.9%
T. Rowe Price Retirement 2020 I Class Mutual fund	Other securities	—	—	$486K	1.6%
Carillon Eagle Mid Cap Growth R6 Mutual fund	Other securities	—	—	$380K	1.2%
Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	—	$360K	1.2%
T. Rowe Price Government Money Inv Interest-bearing cash	Cash / Money Market	—	—	$271K	0.9%
Allspring Small Company Growth R6 Mutual fund	Common Stocks	—	—	$254K	0.8%
Fidelity US Bond Index Mutual fund	Mutual Funds	—	—	$228K	0.7%
T. Rowe Price Dividend Growth I Mutual fund	Other securities	—	—	$208K	0.7%
Fidelity International Growth Mutual fund	Mutual Funds	—	—	$202K	0.7%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$173K	0.6%
T. Rowe Price Retirement 2025 I Class Mutual fund	Other securities	—	—	$165K	0.5%
Fidelity Capital & Income Fund Mutual fund	Mutual Funds	—	—	$139K	0.5%
Participant loans various maturities -0-	Participant loans	—	—	$130K	0.4%
T. Rowe Price Value I Mutual fund	Other securities	—	—	$115K	0.4%
Victory Sycamore Small Company Opp R6 Mutual fund	Common Stocks	—	—	$95K	0.3%
John Hancock Alternative Asset Allc R6 Mutual fund	Other securities	—	—	$86K	0.3%
Fidelity Small Cap Index Mutual fund	Mutual Funds	—	—	$77K	0.3%
MFS Mid Cap Value R6 Mutual fund	Mutual Funds	—	—	$36K	0.1%
PGIM Short-Term Corporate Bond Z Mutual fund	Other securities	—	—	$24K	<0.1%
COHEN & STEERS INSTL REALTY SHARES MUTUAL FUND	Other securities	—	—	$19K	<0.1%

1–30 of 30

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$20.7M Fidelity$7.4M Dodge & Cox$594K Wells Fargo / Allspring$254K John Hancock$86K Prudential / PGIM$24K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
T. ROWE PRICE RPS, INC.	52-1309931	—	NONE	$53K	—
FIDELITY	04-2647786	—	NONE	$0	—
ALLSPRING	—	CHARLOTTE, NC	NONE	$0	—
DODGE & COX	94-1441976	—	NONE	$0	—
EAGLEASSET	59-3171014	—	NONE	$0	—
ALLIANCE BERNSTEIN	—	NEW YORK, NY	NONE	$0	—
MFS	04-2747644	—	NONE	$0	—
COHEN & STEERS	14-1904657	—	NONE	$0	—
VICTORY FUNDS	13-2700161	—	NONE	$0	—