Original filing (PDF)20250711145058NAL0006429409001

KIRKHAM-MICHAEL, INC. AND AFFILIATES

Name: KIRKHAM-MICHAEL, INC. AND AFFILIATES — KIRKHAM-MICHAEL, INC. AND AFFILIATES EMPLOYEES 401(K) PLAN, Form 5500 (2023)
Creator: KIRKHAM-MICHAEL, INC. AND AFFILIATES

Form 5500

FILING_RECEIVED

KIRKHAM-MICHAEL, INC. AND AFFILIATES EMPLOYEES 401(K) PLAN

401(k) retirement plan

Active participants

108

Accounts w/ balance

130

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIRKHAM-MICHAEL, INC. AND AFFILIATES.

Plan sponsor

Name

KIRKHAM-MICHAEL, INC. AND AFFILIATES

EIN

47-0467468

Address

12700 WEST DODGE ROAD · OMAHA, NE · 68154

Phone

(402) 255-3823

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$713	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LION STREET FINANCIAL LLC	80-0842559	—	ADVISOR	$0	—

Investments

1 pooled fund· $198K(2% 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.