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Original filing (PDF)20251014173036NAL0003501537001
KARMA AUTOMOTIVE, INC.
Form 5500
FILING_RECEIVED
KARMA AUTOMOTIVE, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
249
Accounts w/ balance
585
Plan assets (EOY)
$34.6M
Net assets (EOY)
$34.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KARMA AUTOMOTIVE, INC..
Plan sponsor
Name
KARMA AUTOMOTIVE, INC.
EIN
46-5065972
Address
9950 JERONIMO ROAD · IRVINE, CA · 92618
Phone
(949) 242-4920
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2J · 401(k) feature
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $49K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BFSG, LLC | 20-8161914 | — | CONSULTANT | $25K | — |
Investments
26 direct securities · 1 pooled fund· $34.6M(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
$33.7M
26 holdings
Common Collective Trust
$850K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | — | — | — | $6.1M | 17.5% | |
| Vanguard Target Retirement 2050 Fund Investor Shares Mutual Fund | — | — | — | $3.3M | 9.7% | |
| Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund | — | — | — | $3.3M | 9.4% | |
| Vanguard Target Retirement 2045 Fund Investor Shares Mutual Fund | — | — | — | $3.0M | 8.7% | |
| Vanguard Target Retirement 2035 Fund Investor Shares Mutual Fund | — | — | — | $2.6M | 7.4% | |
| Vanguard Target Retirement 2030 Fund Investor Shares Mutual Fund | — | — | — | $2.5M | 7.1% | |
| Vanguard Target Retirement 2055 Fund Investor Shares Mutual Fund | — | — | — | $2.4M | 6.8% | |
| Fidelity Contrafund Fund K6 Mutual Fund | — | — | — | $2.0M | 5.9% | |
| Vanguard Target Retirement 2025 Fund Investor Shares Mutual Fund | — | — | — | $1.8M | 5.2% | |
| Vanguard Target Retirement 2060 Fund Investor Shares Mutual Fund | — | — | — | $1.1M | 3.1% | |
| Fidelity Small Cap Growth K6 Mutual Fund | — | — | — | $908K | 2.6% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $850K | 2.5% | |
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | — | — | — | $813K | 2.4% | |
| American Century Mid Cap Value Fund R6 Class Mutual Fund | — | — | — | $571K | 1.7% | |
| Vanguard Total Bond Market Admiral Shares Mutual Fund | — | — | — | $549K | 1.6% | |
| Vanguard Target Retirement 2020 Fund Investor Shares Mutual Fund | — | — | — | $403K | 1.2% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $372K | 1.1% | |
| Vanguard Extended Market Index Fund Admiral Shares Mutual Fund | — | — | — | $362K | 1.0% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Fund | — | — | — | $337K | 1.0% | |
| Participant Loans to participants, bearing interest from 3.25% to 8.50% | — | — | — | $299K | 0.9% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $288K | 0.8% | |
| Fidelity Small Cap Value Fund Mutual Fund | — | — | — | $286K | 0.8% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $170K | 0.5% | |
| Fidelity Government Money Market Fund Mutual Fund | — | — | — | $158K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Investor Shares Mutual Fund | — | — | — | $143K | 0.4% | |
| MFS Mid Cap Growth R3 Mutual Fund | — | — | — | $138K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Investor Shares Mutual Fund | — | — | — | $7K | <0.1% |