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Original filing (PDF)20250930074014NAL0011407329001
KUDU DYNAMICS
Form 5500
FILING_RECEIVED
KUDU DYNAMICS 401(K) RETIREMENT PLA N
401(k) retirement plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
177
Accounts w/ balance
193
Plan assets (EOY)
$30.6M
Net assets (EOY)
$30.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KUDU DYNAMICS.
Plan sponsor
Name
KUDU DYNAMICS
EIN
46-3357840
Address
14401 PENROSE PL STE 510 · CHANTILLY, VA · 201511766
Phone
(703) 527-1230
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
2025-09-30
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
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| 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 | — |
| JOHN HANCOCK | 04-3483032 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| PRUDENTIAL JENNISON | 22-3703799 | — | 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 | — |
Investments
30 direct securities· $30.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund | — | — | — | $6.2M | 20.3% | |
| T. Rowe Price Retirement 2045 I Class Mutual fund | — | — | — | $5.1M | 16.8% | |
| T. Rowe Price Retirement 2050 I Class Mutual fund | — | — | — | $3.9M | 12.7% | |
| T. Rowe Price Retirement 2060 I Class Mutual fund | — | — | — | $2.6M | 8.5% | |
| T. Rowe Price Retirement 2055 I Class Mutual fund | — | — | — | $2.5M | 8.3% | |
| T. Rowe Price Retirement 2035 I Class Mutual fund | — | — | — | $1.9M | 6.3% | |
| T. Rowe Price Retirement 2040 I Class Mutual fund | — | — | — | $1.8M | 5.8% | |
| T. Rowe Price Retirement 2030 I Class Mutual fund | — | — | — | $926K | 3.0% | |
| AB Large Cap Growth Fund Class Z Mutual fund | — | — | — | $839K | 2.7% | |
| T. Rowe Price Retirement 2065 I Class Mutual fund | — | — | — | $695K | 2.3% | |
| Dodge & Cox Income X Mutual fund | — | — | — | $594K | 1.9% | |
| T. Rowe Price Retirement 2020 I Class Mutual fund | — | — | — | $486K | 1.6% | |
| Carillon Eagle Mid Cap Growth R6 Mutual fund | — | — | — | $380K | 1.2% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $360K | 1.2% | |
| T. Rowe Price Government Money Inv Interest-bearing cash | — | — | — | $271K | 0.9% | |
| Allspring Small Company Growth R6 Mutual fund | — | — | — | $254K | 0.8% | |
| Fidelity US Bond Index Mutual fund | — | — | — | $228K | 0.7% | |
| T. Rowe Price Dividend Growth I Mutual fund | — | — | — | $208K | 0.7% | |
| Fidelity International Growth Mutual fund | — | — | — | $202K | 0.7% | |
| Fidelity International Index Mutual fund | — | — | — | $173K | 0.6% | |
| T. Rowe Price Retirement 2025 I Class Mutual fund | — | — | — | $165K | 0.5% | |
| Fidelity Capital & Income Fund Mutual fund | — | — | — | $139K | 0.5% | |
| Participant loans various maturities -0- | — | — | — | $130K | 0.4% | |
| T. Rowe Price Value I Mutual fund | — | — | — | $115K | 0.4% | |
| Victory Sycamore Small Company Opp R6 Mutual fund | — | — | — | $95K | 0.3% | |
| John Hancock Alternative Asset Allc R6 Mutual fund | — | — | — | $86K | 0.3% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $77K | 0.3% | |
| MFS Mid Cap Value R6 Mutual fund | — | — | — | $36K | 0.1% | |
| PGIM Short-Term Corporate Bond Z Mutual fund | — | — | — | $24K | <0.1% | |
| COHEN & STEERS INSTL REALTY SHARES MUTUAL FUND | — | — | — | $19K | <0.1% |
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