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Original filing (PDF)20250729102950NAL0007141314001
KABOOM! INC.
Form 5500
FILING_RECEIVED
KABOOM! INC. 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
64
Accounts w/ balance
151
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
71 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 KABOOM! INC..
Plan sponsor
Name
KABOOM! INC.
EIN
52-1970904
Address
7200 WISCONSIN AVE., SUITE 400 · BETHESDA, MD · 20814
Phone
(202) 659-0215
Industry
Health Care & Social Assistancesee 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
2025-07-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COUNCILOR, BUCHANAN & MITCHELL, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $48K | — |
Investments
70 direct securities· $11.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Registered Investment Companies (Mutual Funds) | — | — | — | $2.7M | 22.6% | |
| American Funds 2045 Target Date Retirement Registered Investment Companies (Mutual Funds) | — | — | — | $1.7M | 14.3% | |
| American Funds 2040 Target Date Retirement Registered Investment Companies (Mutual Funds) | — | — | — | $1.2M | 10.3% | |
| American Funds 2055 Target Date Retirement Registered Investment Companies (Mutual Funds) | — | — | — | $793K | 6.7% | |
| American Funds 2050 Target Date Retirement Registered Investment Companies (Mutual Funds) | — | — | — | $629K | 5.3% | |
| American Funds 2020 Target Date Retirement Registered Investment Companies (Mutual Funds) | — | — | — | $457K | 3.8% | |
| American Funds 2025 Target Date Retirement Registered Investment Companies (Mutual Funds) | — | — | — | $446K | 3.8% | |
| LVIP SSGA S&P 500 Index Registered Investment Companies (Mutual Funds) | — | — | — | $339K | 2.9% | |
| LVIP Macquarie Social Awareness Registered Investment Companies (Mutual Funds) | — | — | — | $328K | 2.8% | |
| American Funds 2060 Target Date Retirement Registered Investment Companies (Mutual Funds) | — | — | — | $298K | 2.5% | |
| American Funds 2030 Target Date Retirement Registered Investment Companies (Mutual Funds) | — | — | — | $287K | 2.4% | |
| LVIP Global Growth Allocation Managed Risk Registered Investment Companies (Mutual Funds) | — | — | — | $200K | 1.7% | |
| MFS Growth Registered Investment Companies (Mutual Funds) | — | — | — | $186K | 1.6% | |
| Fidelity VIP Contrafund Registered Investment Companies (Mutual Funds) | — | — | — | $153K | 1.3% | |
| LVIP Macquarie Wealth Builder Registered Investment Companies (Mutual Funds) | — | — | — | $119K | 1.0% | |
| American Funds Growth Registered Investment Companies (Mutual Funds) | — | — | — | $109K | 0.9% | |
| Federated Government Ultrashort Duration Registered Investment Companies (Mutual Funds) | — | — | — | $106K | 0.9% | |
| Lincoln Stable Value Fund KBM-001 (Fixed Account) General Account | — | — | — | $105K | 0.9% | |
| Baird Aggregate Bond Registered Investment Companies (Mutual Funds) | — | — | — | $104K | 0.9% | |
| LVIP Macquarie SMID Cap Core Series Registered Investment Companies (Mutual Funds) | — | — | — | $97K | 0.8% | |
| LVIP T Rowe Price Mid Cap Growth Registered Investment Companies (Mutual Funds) | — | — | — | $95K | 0.8% | |
| LVIP T Rowe Price Managed Risk Profile 2040 Registered Investment Companies (Mutual Funds) | — | — | — | $93K | 0.8% | |
| LVIP T Rowe Price Managed Risk Profile 2050 Registered Investment Companies (Mutual Funds) | — | — | — | $91K | 0.8% | |
| Lincoln Fixed Account CR29917 General Account | — | — | — | $85K | 0.7% | |
| American Funds Global Growth Registered Investment Companies (Mutual Funds) | — | — | — | $81K | 0.7% | |
| Macquarie Small Cap Value Registered Investment Companies (Mutual Funds) | — | — | — | $71K | 0.6% | |
| LVIP Mondrian Global Income Fund Registered Investment Companies (Mutual Funds) ** 136 * Participant Loans KBM-0001 Interest Rate 4.25% - 9.50% | — | — | — | $70K | 0.6% | |
| Participant Loans CR29917 Interest Rate 4.50% | — | — | — | $65K | 0.5% | |
| PGIM Jennison Small Company Registered Investment Companies (Mutual Funds) | — | — | — | $58K | 0.5% | |
| LVIP Macquarie Diversified Income Registered Investment Companies (Mutual Funds) | — | — | — | $54K | 0.5% | |
| American Fnds Growth-Income Registered Investment Companies (Mutual Funds) | — | — | — | $53K | 0.4% | |
| American Funds 2065 Target Date Retirement Class Registered Investment Companies (Mutual Funds) | — | — | — | $52K | 0.4% | |
| LVIP Baron Growth Opportunities Registered Investment Companies (Mutual Funds) | — | — | — | $48K | 0.4% | |
| LVIP Macquarie Mid Cap Value Fund Registered Investment Companies (Mutual Funds) | — | — | — | $45K | 0.4% | |
| LVIP Dimensional U.S. Core Equity 1 Registered Investment Companies (Mutual Funds) | — | — | — | $44K | 0.4% | |
| American Funds International Registered Investment Companies (Mutual Funds) | — | — | — | $41K | 0.3% | |
| American Funds International Growth and Income Registered Investment Companies (Mutual Funds) | — | — | — | $40K | 0.3% | |
| LVIP SSGA Global Tactical Allocation Managed Volatility Registered Investment Companies (Mutual Funds) | — | — | — | $36K | 0.3% | |
| LVIP Macquarie Value Series Registered Investment Companies (Mutual Funds) | — | — | — | $33K | 0.3% | |
| LVIP SSGA Small-Cap Index Registered Investment Companies (Mutual Funds) | — | — | — | $31K | 0.3% | |
| Lincoln Forfeitures in General Insurance Acct KMB-001 General Account | — | — | — | $29K | 0.2% | |
| LVIP Global Conservative Allocation Managed Risk Registered Investment Companies (Mutual Funds) | — | — | — | $26K | 0.2% | |
| LVIP Macquarie U.S. REIT Fund Registered Investment Companies (Mutual Funds) | — | — | — | $21K | 0.2% | |
| LVIP Vanguard Domestic Equity ETF Registered Investment Companies (Mutual Funds) | — | — | — | $20K | 0.2% | |
| LVIP Macquarie Bond Registered Investment Companies (Mutual Funds) | — | — | — | $17K | 0.1% | |
| LVIP Global Moderate Allocation Managed Risk Registered Investment Companies (Mutual Funds) | — | — | — | $16K | 0.1% | |
| Fidelity VIP Growth Registered Investment Companies (Mutual Funds) | — | — | — | $13K | 0.1% | |
| MFS Utilities Registered Investment Companies (Mutual Funds) | — | — | — | $12K | <0.1% | |
| LVIP Government Money Market Registered Investment Companies (Mutual Funds) | — | — | — | $8K | <0.1% | |
| LVIP Vanguard International Equity ETF Registered Investment Companies (Mutual Funds) | — | — | — | $8K | <0.1% | |
| LVIP Blackrock Inflation Protected Bond Registered Investment Companies (Mutual Funds) | — | — | — | $6K | <0.1% | |
| LVIP JP Morgan Mid Cap Value Managed Volatility Registered Investment Companies (Mutual Funds) | — | — | — | $5K | <0.1% | |
| American Funds American Balanced Class R6 Registered Investment Companies (Mutual Funds) | — | — | — | $5K | <0.1% | |
| American Funds Capital World Growth and Income Class R6 Registered Investment Companies (Mutual Funds) | — | — | — | $5K | <0.1% | |
| LVIP Blended Mid-Cap Growth Managed Volatility Registered Investment Companies (Mutual Funds) | — | — | — | $4K | <0.1% | |
| LVIP Mondrian International Value Registered Investment Companies (Mutual Funds) | — | — | — | $4K | <0.1% | |
| LVIP Franklin Templeton MF EM Equity Fund Registered Investment Companies (Mutual Funds) | — | — | — | $4K | <0.1% | |
| American Funds New World Class R6 Registered Investment Companies (Mutual Funds) | — | — | — | $3K | <0.1% | |
| LVIP Macquarie High Yield Fund Registered Investment Companies (Mutual Funds) | — | — | — | $3K | <0.1% | |
| LVIP SSGA Bond Index Registered Investment Companies (Mutual Funds) | — | — | — | $3K | <0.1% | |
| Vanguard Inflation Protected Securities Admiral Shares Registered Investment Companies (Mutual Funds) | — | — | — | $3K | <0.1% | |
| PIMCO VIT Total Return Portfolio Registered Investment Companies (Mutual Funds) | — | — | — | $3K | <0.1% | |
| LVIP Blended Large-Cap Growth Managed Volatility Registered Investment Companies (Mutual Funds) | — | — | — | $2K | <0.1% | |
| PIMCO Intl Bond US Dollar Hedged Instl Class Registered Investment Companies (Mutual Funds) | — | — | — | $2K | <0.1% | |
| Blackrock Global Allocation Registered Investment Companies (Mutual Funds) | — | — | — | $2K | <0.1% | |
| LVIP T Rowe Price Managed Risk Profile 2030 Registered Investment Companies (Mutual Funds) | — | — | — | $2K | <0.1% | |
| LVIP JP Morgan Retirement Income Fund Registered Investment Companies (Mutual Funds) | — | — | — | $2K | <0.1% | |
| LVIP Blackrock Equity Dividend Managed Volatility Registered Investment Companies (Mutual Funds) | — | — | — | $1K | <0.1% | |
| Alliance Bernstein VPS Global Thematic Growth Registered Investment Companies (Mutual Funds) | — | — | — | $1K | <0.1% | |
| LVIP SSGA International Managed Volatility Registered Investment Companies (Mutual Funds) | — | — | — | $1K | <0.1% |
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