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Original filing (PDF)20250922151138NAL0004858497001
KADANT INC.
Form 5500
FILING_RECEIVED
THE KADANT INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,377
Accounts w/ balance
1,716
Plan assets (EOY)
$207.7M
Net assets (EOY)
$207.7M
How this plan invests
This plan
1 pooled trust
Schedule D
38 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
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KADANT INC..
Plan sponsor
Name
KADANT INC.
EIN
52-1762325
Address
ONE TECHNOLOGY PARK DRIVE · WESTFORD, MA · 01886
Phone
(978) 776-2000
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
2025-09-22
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$7K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $39K | — |
| AGILISPARTNERSLLC | 04-3513306 | — | CONSULTANT | $35K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $17K | — |
Investments
38 direct securities · 1 pooled fund· $210.2M(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
$207.7M
38 holdings
Common Collective Trust
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Growth Company Fund Mutual Fund | — | — | — | $35.1M | 16.9% | |
| Fidelity Management Trust Company Freedom 2035 IPR Mutual Fund | — | — | — | $27.4M | 13.2% | |
| Fidelity Management Trust Company 500 Index Fund Mutual Fund | — | — | — | $18.6M | 8.9% | |
| Fidelity Management Trust Company Freedom 2030 IPR Mutual Fund | — | — | — | $15.9M | 7.7% | |
| Fidelity Management Trust Company Freedom 2025 IPR Mutual Fund | — | — | — | $13.9M | 6.7% | |
| Fidelity Management Trust Company Freedom 2040 IPR Mutual Fund | — | — | — | $12.8M | 6.2% | |
| Fidelity Management Trust Company Freedom 2045 IPR Mutual Fund | — | — | — | $9.5M | 4.6% | |
| Fidelity Management Trust Company Freedom 2050 IPR Mutual Fund | — | — | — | $5.6M | 2.7% | |
| Fidelity Management Trust Company Total Bond Mutual Fund | — | — | — | $5.0M | 2.4% | |
| Money Market Fund - Premium Class Mutual Fund | — | — | — | $5.0M | 2.4% | |
| The Vanguard Group Wellington Fund Mutual Fund | — | — | — | $4.7M | 2.3% | |
| Fidelity Management Trust Company International Index Fund Mutual Fund | — | — | — | $4.3M | 2.1% | |
| Fidelity Management Trust Company Freedom 2020 IPR Mutual Fund | — | — | — | $4.3M | 2.1% | |
| MFS Value R3 Mutual Fund | — | — | — | $4.1M | 2.0% | |
| Fidelity Management Trust Company Extended Market Index Fund Mutual Fund | — | — | — | $3.5M | 1.7% | |
| Fidelity Management Trust Company Freedom 2055 IPR Mutual Fund | — | — | — | $3.5M | 1.7% | |
| Fidelity Management Trust Company Small Cap Index Fund Mutual Fund | — | — | — | $3.0M | 1.4% | |
| Fidelity Management Trust Company Freedom 2060 IPR Mutual Fund | — | — | — | $2.8M | 1.4% | |
| Fidelity Management Trust Company Kadant Stock Fund Common Stock | — | — | $186K | $2.7M | 1.3% | |
| John Hancock Disciplined Value Fund R6 Mutual Fund | — | — | — | $2.5M | 1.2% | |
| Fidelity Management Trust Managed Income Portfolio Class 2 Common Collective Trust | — | — | — | $2.5M | 1.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.5M | 1.2% | |
| Notes Receivable from Participants Interest Rates of 4.25% to 10.50% | — | — | — | $2.3M | 1.1% | |
| Fidelity Management Trust Company Freedom 2015 IPR Mutual Fund | — | — | — | $2.2M | 1.1% | |
| Mass Mutual Select Mid Cap Growth R5 Mutual Fund | — | — | — | $2.1M | 1.0% | |
| American Funds Europac Growth Fund Mutual Fund | — | — | — | $1.9M | 0.9% | |
| Fidelity Management Trust Company US Bond Index Fund Mutual Fund | — | — | — | $1.8M | 0.9% | |
| Dimensional Fund Advisors Emerging Markets Core Equity Fund Mutual Fund | — | — | — | $1.8M | 0.9% | |
| Fidelity Management Trust Company Capital & Income Fund Mutual Fund | — | — | — | $1.4M | 0.7% | |
| Fidelity Management Trust Company Freedom 2065 IPR Mutual Fund | — | — | — | $1.3M | 0.6% | |
| Fidelity Management Trust Company Freedom Index Income IPR Mutual Fund | — | — | — | $1.2M | 0.6% | |
| Fidelity Management Trust Company Freedom 2010 IPR Mutual Fund | — | — | — | $1.2M | 0.6% | |
| The Hartford SMCO HLS Fund Mutual Fund | — | — | — | $1.0M | 0.5% | |
| American Beacon Small Cap Value Fund Mutual Fund | — | — | — | $952K | 0.5% | |
| Fidelity Management Trust Company Inflation-Protected Bond Index Fund Mutual Fund | — | — | — | $806K | 0.4% | |
| The Vanguard Group Short-Term Investment-Grade Fund Mutual Fund | — | — | — | $729K | 0.4% | |
| Fidelity Management Trust Company Retirement 2030 Fund - Class K6 Mutual Fund | — | — | — | $22K | <0.1% | |
| Fidelity Management Trust Company Freedom 2070 IPR Mutual Fund | — | — | — | $15K | <0.1% | |
| Fidelity Management Trust Company Cash Reserves for Kadant Stock Fund Common Stock - | — | — | — | $6K | <0.1% |