How big is KFI Engineers, PC's plan?

KFI Engineers, PC's plan reported $35.3M in assets and 273 participants for 2024.

Original filing (PDF)20250613132718NAL0030088448002

KFI Engineers, PC

Name: KFI Engineers, PC — KFI Engineers 401(k) Plan, Form 5500 (2024)
Creator: KFI Engineers, PC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

KFI Engineers 401(k) Plan

401(k) retirement plan · KFI Engineers, PC's KFI Engineers 401(k) Plan held $35.3M in plan assets for 273 participants in 2024, with EPIC Retirement Plan Services as recordkeeper.

Active participants

273

Accounts w/ balance

332

Plan assets (EOY)

$35.3M

Net assets (EOY)

$35.3M

People on this filing

Jeffrey Blair signed KFI Engineers, PC's 2024 Form 5500 as plan administrator.

Jeffrey Blair — 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

KFI Engineers, PC's EIN is 46-5047297.

EIN 46-5047297

Plan number 001

Plan year 2024

ACK ID 20250613132718NAL0030088448002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KFI Engineers, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KFI Engineers, PC's 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 KFI ENGINEERS, PC.

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How this plan invests

This plan

1 pooled trust

Schedule D

31 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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

KFI ENGINEERS, PC

DBA

D/B/A KFI ENGINEERS

EIN

all filings

Address

670 WEST COUNTY ROAD B · ST. PAUL, MN · 55113

Phone

(651) 771-0880

Industry

Engineering Services· 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

2025-06-13

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EPIC RETIREMENT PLAN SERVICES	16-1450952	—	NONE	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
HEARTLAND TRUST COMPANY	45-0414941	—	NONE	$81K	—
CHARLES SCHWAB TRUST BANK

Investments

31 direct securities · 1 pooled fund· $35.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$17.8M

16 holdings

Other securities

$12.1M

13 holdings

Common Collective Trusts

$4.9M

2 holdings

Common Collective Trust

$587K

1 holding

					% of plan
Vanguard 500 Index F Mutual Fund	Common Collective Trusts	—	—	$3.6M	10.3%
American FDS TRGT Date RET 2035 R6 Mutual Fund	Other securities	—	—	$3.2M	9.1%
SCHWAB US LARGE CAP GROWTH INDEX FD Mutual Fund	Mutual Funds	—	—	$3.1M	8.8%
American FDS TRGT Date RET 2030 R6 Mutual Fund	Other securities	—	—	$2.5M	7.2%
T Rowe Price Spectrum Mod Growth Allocation I Mutual Fund	Mutual Funds	—	—	$1.9M	5.5%
American Funds TRGT Date RET 2040 R6 Mutual Fund	Mutual Funds	—	—	$1.7M	4.9%
Dodge & Cox Income FD Mutual Fund	Mutual Funds	—	—	$1.7M	4.7%
Vanguard Small Cap I Mutual Fund	Mutual Funds	—	—	$1.4M	3.9%
T Rowe Price Spectrum Mod Allocation I Mutual Fund	Mutual Funds	—	—	$1.3M	3.7%
American FDS TRGT Date RET 2045 R6 Mutual Fund	Other securities	—	—	$1.3M	3.5%
Vanguard Mid Cap Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$1.2M	3.5%
Vanguard Mid Cap Val Mutual Fund	Mutual Funds	—	—	$1.1M	3.1%
American FDS TRGT Date RET 2050 R6 Mutual Fund	Other securities	—	—	$1.1M	3.0%
T Rowe Price Health Sciences FD I Mutual Fund	Mutual Funds	—	—	$1.0M	2.9%
American FD 2060 Targtdate RTRMT R6 Mutual Fund	Other securities	—	—	$978K	2.8%
Vanguard Total INTL Stock Index ADM Mutual Fund	Mutual Funds	—	—	$881K	2.5%
T Rowe Price Spectrum Conserv Allocation I Mutual Fund	Mutual Funds	—	—	$825K	2.3%
Vanguard Equity Inc FD Admiral SHS Mutual Fund	Mutual Funds	—	—	$789K	2.2%
American FD 2055 Target Date RET R6 Mutual Fund	Other securities	—	—	$692K	2.0%
Vanguard Intl Growth Admiral Class Mutual Fund	Mutual Funds	—	—	$629K	1.8%
American FD American Mutual Fund	Other securities	—	—	$602K	1.7%
CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$587K	1.7%
American FDS TRGT Date RET 2025 R6 Mutual Fund	Other securities	—	—	$584K	1.7%
Janus Henderson Triton FD CL N Mutual Fund	Mutual Funds	—	—	$561K	1.6%
American FDS TRGT Date RET 2020 R6 Mutual Fund	Other securities	—	—	$453K	1.3%
Cohen & Steers Realty Shares Mutual Fund	Other securities	—	—	$427K	1.2%
Dodge & Cox Global BD FD Mutual Fund	Mutual Funds	—	—	$332K	0.9%
Vanguard Mid-Cap Growth Index Admira Mutual Fund	Mutual Funds	—	—	$312K	0.9%
Vanguard Life Strategy Income FD I Mutual Fund	Mutual Funds	—	—	$243K	0.7%
American FD 2065 Target RTMT R6 Mutual Fund	Other securities	—	—	$179K	0.5%
Undiscovered MGRS Behavioral Val R6 Mutual Fund	Other securities	—	—	$131K	0.4%
American FDS TRGT Date RET 2010 R6 Mutual Fund	Other securities	—	—	$5K	<0.1%