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Original filing (PDF)20250613132718NAL0030088448002
KFI ENGINEERS, PC
Form 5500
FILING_RECEIVED
KFI ENGINEERS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
273
Accounts w/ balance
332
Plan assets (EOY)
$35.3M
Net assets (EOY)
$35.3M
How this plan invests
This plan
1 pooled trust
Schedule D
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KFI ENGINEERS, PC.
Plan sponsor
Name
KFI ENGINEERS, PC
DBA
D/B/A KFI ENGINEERS
EIN
46-5047297
Address
670 WEST COUNTY ROAD B · ST. PAUL, MN · 55113
Phone
(651) 771-0880
Industry
Engineering Services· 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
2025-06-13
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)
Auditor
REDPATH AND COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEARTLAND TRUST COMPANY | 45-0414941 | — | NONE | $81K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $0 | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $0 | — |
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.
Uncategorized
$34.8M
31 holdings
Common Collective Trust
$587K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index F Mutual Fund | — | — | — | $3.6M | 10.3% | |
| American FDS TRGT Date RET 2035 R6 Mutual Fund | — | — | — | $3.2M | 9.1% | |
| SCHWAB US LARGE CAP GROWTH INDEX FD Mutual Fund | — | — | — | $3.1M | 8.8% | |
| American FDS TRGT Date RET 2030 R6 Mutual Fund | — | — | — | $2.5M | 7.2% | |
| T Rowe Price Spectrum Mod Growth Allocation I Mutual Fund | — | — | — | $1.9M | 5.5% | |
| American Funds TRGT Date RET 2040 R6 Mutual Fund | — | — | — | $1.7M | 4.9% | |
| Dodge & Cox Income FD Mutual Fund | — | — | — | $1.7M | 4.7% | |
| Vanguard Small Cap I Mutual Fund | — | — | — | $1.4M | 3.9% | |
| T Rowe Price Spectrum Mod Allocation I Mutual Fund | — | — | — | $1.3M | 3.7% | |
| American FDS TRGT Date RET 2045 R6 Mutual Fund | — | — | — | $1.3M | 3.5% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund | — | — | — | $1.2M | 3.5% | |
| Vanguard Mid Cap Val Mutual Fund | — | — | — | $1.1M | 3.1% | |
| American FDS TRGT Date RET 2050 R6 Mutual Fund | — | — | — | $1.1M | 3.0% | |
| T Rowe Price Health Sciences FD I Mutual Fund | — | — | — | $1.0M | 2.9% | |
| American FD 2060 Targtdate RTRMT R6 Mutual Fund | — | — | — | $978K | 2.8% | |
| Vanguard Total INTL Stock Index ADM Mutual Fund | — | — | — | $881K | 2.5% | |
| T Rowe Price Spectrum Conserv Allocation I Mutual Fund | — | — | — | $825K | 2.3% | |
| Vanguard Equity Inc FD Admiral SHS Mutual Fund | — | — | — | $789K | 2.2% | |
| American FD 2055 Target Date RET R6 Mutual Fund | — | — | — | $692K | 2.0% | |
| Vanguard Intl Growth Admiral Class Mutual Fund | — | — | — | $629K | 1.8% | |
| American FD American Mutual Fund | — | — | — | $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 | — | — | — | $584K | 1.7% | |
| Janus Henderson Triton FD CL N Mutual Fund | — | — | — | $561K | 1.6% | |
| American FDS TRGT Date RET 2020 R6 Mutual Fund | — | — | — | $453K | 1.3% | |
| Cohen & Steers Realty Shares Mutual Fund | — | — | — | $427K | 1.2% | |
| Dodge & Cox Global BD FD Mutual Fund | — | — | — | $332K | 0.9% | |
| Vanguard Mid-Cap Growth Index Admira Mutual Fund | — | — | — | $312K | 0.9% | |
| Vanguard Life Strategy Income FD I Mutual Fund | — | — | — | $243K | 0.7% | |
| American FD 2065 Target RTMT R6 Mutual Fund | — | — | — | $179K | 0.5% | |
| Undiscovered MGRS Behavioral Val R6 Mutual Fund | — | — | — | $131K | 0.4% | |
| American FDS TRGT Date RET 2010 R6 Mutual Fund | — | — | — | $5K | <0.1% |