Back to filter
Original filing (PDF)20251015131246NAL0004640945001
KBC, INC.
Form 5500
FILING_RECEIVED
KBC, INC. 401(K) PLAN
401(k) retirement plan
Active participants
184
Accounts w/ balance
191
Plan assets (EOY)
$33.7M
Net assets (EOY)
$33.7M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KBC, INC..
Plan sponsor
Name
KBC, INC.
EIN
47-0634519
Address
4444 S. 108TH STREET · OMAHA, NE · 68137
Phone
(402) 339-2342
Industry
Wholesale Tradesee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLAND & ASSOCIATES P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL RETIREMENT STRATEGIES | — | LITTLE CHUTE, WI | ADVISOR | $102K | — |
Investments
35 direct securities· $33.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Trust Bank Self Directed Brokerage Account | — | — | — | $7.1M | 21.1% | |
| Fidelity Info Tech ETF Registered Investment Company | — | — | — | $6.5M | 19.4% | |
| Vanguard S&P 500 Registered Investment Company | — | — | — | $4.8M | 14.2% | |
| Vanguard Russell 1000 ETF Registered Investment Company | — | — | — | $2.8M | 8.4% | |
| Vanguard Consumer Staple ETF Registered Investment Company | — | — | — | $1.6M | 4.8% | |
| Fidelity Total Market Index Registered Investment Company | — | — | — | $1.5M | 4.3% | |
| Vanguard High Dividend Yield ETF Registered Investment Company | — | — | — | $1.4M | 4.3% | |
| American Funds Invmt Co of America R6 Registered Investment Company | — | — | — | $1.0M | 3.0% | |
| WisdomTree US High Dividend Fund Registered Investment Company | — | — | — | $969K | 2.9% | |
| DFA US Large Company Registered Investment Company | — | — | — | $942K | 2.8% | |
| Nuveen Large Cap Responsible Equity Fund R6 Registered Investment Company | — | — | — | $636K | 1.9% | |
| Notes Receivable with Interest Rates Between * Notes Receivable 4.25% to 9.50% | — | — | — | $492K | 1.5% | |
| Vanguard Value ETF Registered Investment Company | — | — | — | $471K | 1.4% | |
| Vanguard Health Care ETF Registered Investment Company | — | — | — | $420K | 1.2% | |
| Vanguard Total Intl Stock Idx ETF Registered Investment Company | — | — | — | $289K | 0.9% | |
| American Funds Washington Mutual R6 Registered Investment Company | — | — | — | $280K | 0.8% | |
| Vanguard Mid-Cap ETF Registered Investment Company | — | — | — | $273K | 0.8% | |
| Fidelity Small Cap Index Registered Investment Company | — | — | — | $262K | 0.8% | |
| Fidelity Real Estate ETF Registered Investment Company | — | — | — | $233K | 0.7% | |
| Non Interest Bearing Cash | — | — | — | $219K | 0.6% | |
| American Funds American Balanced R6 Registered Investment Company | — | — | — | $195K | 0.6% | |
| Flexshares Stoxx Global Broad Infras ETF Registered Investment Company | — | — | — | $175K | 0.5% | |
| Fidelity Global Ex US Index Registered Investment Company | — | — | — | $172K | 0.5% | |
| Fidelity US Bond Index Registered Investment Company | — | — | — | $76K | 0.2% | |
| SPDR S&P Global Natural Resources ETF Registered Investment Company | — | — | — | $75K | 0.2% | |
| KBC Inc Moderate Model Registered Investment Company | — | — | — | $54K | 0.2% | |
| DFA Inflation Protected Securities Registered Investment Company | — | — | — | $54K | 0.2% | |
| ISHARES Core U.S. Treasury Bond ETF Registered Investment Company | — | — | — | $47K | 0.1% | |
| Metlife GAC 25554- Fee Class J Registered Investment Company | — | — | — | $40K | 0.1% | |
| Flexshares Disciplined Duration MBS ETF Registered Investment Company | — | — | — | $19K | <0.1% | |
| Nuveen Lifecyrcle Index 2040 Fund Premier Registered Investment Company | — | — | — | $18K | <0.1% | |
| PIMCO Investment Grad Corporate Bond Index ETF Registered Investment Company | — | — | — | $16K | <0.1% | |
| KBC Inc Aggressive Model Registered Investment Company | — | — | — | $10K | <0.1% | |
| Vanguard Lifestrategy Growth Inv Registered Investment Company | — | — | — | $3K | <0.1% | |
| Vanguard Short-Term Investment Grade Inve Registered Investment Company | — | — | — | $1K | <0.1% |
Related plans
Similar-size Wholesale Trade plans
AMERICAN METALS SUPPLY CO., INC.
AMERICAN METALS SUPPLY CO., INC. PROFIT SHARING PLAN
$33.5M · 130 participants
AIR TREATMENT CORPORATION
AIR TREATMENT 401(K) PLAN
$33.3M · 254 participants
HARDWARE SPECIALTY CO., INC.
HARDWARE SPECIALTY CO., INC. 401(K) SAVINGS PLAN & TRUST
$34.2M · 328 participants
MLSC HOLDING CO. INC.
MLSC HOLDING CO., INC. EMPLOYEES' RETIREMENT PLAN
$34.3M · 944 participants
STYLE CREST ENTERPRISES, INC.
STYLE CREST ENTERPRISES, INC. 401K PROFIT SHARING PLAN
$34.7M · 806 participants
BEHLER-YOUNG COMPANY
BEHLER-YOUNG COMPANY PROFIT SHARING 401(K) PLAN
$32.7M · 283 participants
Large plans in Nebraska
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants