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Original filing (PDF)20251015012144NAL0007936930001
KENTIK TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
KENTIK TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
157
Accounts w/ balance
159
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
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)
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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENTIK TECHNOLOGIES, INC..
Plan sponsor
Name
KENTIK TECHNOLOGIES, INC.
EIN
46-4643347
Address
548 MARKET STREET, PMB 78595 · SAN FRANCISCO, CA · 941045401
Phone
(925) 899-0516
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EVERS ROBINSON LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
35 direct securities· $12.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.2M | 18.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.8M | 15.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.2M | 10.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.0M | 8.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $788K | 6.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $764K | 6.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $572K | 4.7% | |
| Schwab Self-Direct Invest Fund V Schwab 0 | — | — | — | $506K | 4.1% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $386K | 3.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $373K | 3.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $357K | 2.9% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $266K | 2.2% | |
| Columbia Contrarian Core I3 Columbia 0 | — | — | — | $250K | 2.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $244K | 2.0% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $241K | 2.0% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $193K | 1.6% | |
| JPMorgan Equity Income R6 JPMorgan 0 | — | — | — | $184K | 1.5% | |
| Columbia Balanced I3 Columbia 0 | — | — | — | $166K | 1.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $81K | 0.7% | |
| Vanguard Strategic Small-Cap Equity Inv Vanguard 0 | — | — | — | $73K | 0.6% | |
| Janus Henderson Triton N Janus 0 | — | — | — | $72K | 0.6% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $72K | 0.6% | |
| American Century Real Estate R6 American Century 0 | — | — | — | $71K | 0.6% | |
| Goldman Sachs Intl Eq Insights R6 Goldman Sachs 0 | — | — | — | $56K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $49K | 0.4% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $42K | 0.3% | |
| Macquarie Emerging Markets Instl Macquarie 0 | — | — | — | $23K | 0.2% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $22K | 0.2% | |
| Columbia Global Value I2 Columbia 0 | — | — | — | $14K | 0.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 314 Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $13K | 0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $13K | 0.1% | |
| Principal SmallCap Value II Instl Principal 0 | — | — | — | $12K | 0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $9K | <0.1% | |
| Schwab Self-Direct Cash Fund V Schwab 0 | — | — | — | $2K | <0.1% | |
| Lord Abbett High Yield R6 Lord Abbett 0 | — | — | — | $2K | <0.1% |
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