How big is KBS, Inc.'s plan?

KBS, Inc.'s plan reported $31.1M in assets and 108 participants for 2023.

Original filing (PDF)20250609124451NAL0024370880001

KBS, Inc.

Name: KBS, Inc. — KBS, Inc. Profit Sharing Plan and Trust, Form 5500 (2023)
Creator: KBS, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

KBS, Inc. Profit Sharing Plan and Trust

401(k) retirement plan · KBS, Inc.'s KBS, Inc. Profit Sharing Plan and Trust held $31.1M in plan assets for 108 participants in 2023, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

108

Accounts w/ balance

133

Plan assets (EOY)

$31.1M

Net assets (EOY)

$31.1M

People on this filing

Paige Robert signed KBS, Inc.'s 2023 Form 5500 as plan administrator.

Paige Robert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KBS, Inc.'s EIN is 54-1008617.

EIN 54-1008617

Plan number 001

Plan year 2023

ACK ID 20250609124451NAL0024370880001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for KBS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

KBS, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KBS, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (98th percentile).

Plan sponsor

Name

KBS, INC.

EIN

all filings

Address

8050 KIMWAY DRIVE · RICHMOND, VA · 23228

Phone

(804) 262-8657

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$27K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRUIST ADVISORY SERVICES INC	37-1808847	—	ADVISOR	$65K	—

Accountant / Auditor

Investments

35 direct securities · 1 pooled fund· $31.1M(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.

Mutual Funds

$24.0M

27 holdings

Other securities

$5.6M

3 holdings

Common Collective Trusts

$883K

2 holdings

Common Collective Trust

$232K

1 holding

Stable Value

$188K

1 holding

Bonds / Notes

$185K

1 holding

U.S. Treasuries

$47K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$12.2M American Funds (Capital Group)$6.8M Invesco$232K JPMorgan$47K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
KEITER	54-1631262	—	ACCOUNTANT/AUDITOR	$19K	—

					% of plan
Fidelity Blue Chip Growth K6 Mutual Fund	Mutual Funds	—	—	$7.3M	23.5%
Columbia Contrarian Core Fund I3 Mutual Fund	Other securities	—	—	$3.8M	12.3%
American Funds American Mutual R6 Mutual Fund	Mutual Funds	—	—	$3.3M	10.7%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$1.9M	6.2%
MFS Growth Allocation R6 Mutual Fund	Mutual Funds	—	—	$1.7M	5.4%
Columbia Small Cap Value Fund II I3 Mutual Fund	Other securities	—	—	$1.7M	5.3%
American Funds Capital World Growth and Income R Mutual Fund	Mutual Funds	—	—	$1.6M	5.1%
MFS Aggresssive Growth Allocation R6 Mutual Fund	Mutual Funds	—	—	$1.5M	5.0%
Fidelity 500 Iindex Mutual Fund	Mutual Funds	—	—	$1.2M	3.9%
Fidelity Small Cap Growth K6 Mutual Fund	Mutual Funds	—	—	$1.2M	3.8%
MFS Moderate Allocation R6 Mutual Fund	Mutual Funds	—	—	$932K	3.0%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$877K	2.8%
MFS Corporate Bond R6 Mutual Fund	Mutual Funds	—	—	$864K	2.8%
MFS Conservative Allocation R6 Mutual Fund	Mutual Funds	—	—	$599K	1.9%
Fidelity International Capital Appreciation K6 Mutual Fund	Mutual Funds	—	—	$493K	1.6%
MFS Mid Cap Value R6 Mutual Fund	Mutual Funds	—	—	$234K	0.8%
INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$232K	0.7%
Fidelity Advisor Freedom 2040 K6 Mutual Fund	Mutual Funds	—	—	$216K	0.7%
Lincoln Stable Value Insurance Contract	Stable Value	—	—	$188K	0.6%
Participant loans 4.25% - 9.50%	Bonds / Notes	—	—	$185K	0.6%
Fidelity Government Money Market K6 Money Market	Mutual Funds	—	—	$179K	0.6%
Fidelity Advisor Freedom 2030 K6 Mutual Fund	Mutual Funds	—	—	$175K	0.6%
Fidelity Total Bond K6 Mutual Fund	Mutual Funds	—	—	$139K	0.4%
Fidelity Advisor Freedom 2025 K6 Mutual Fund	Mutual Funds	—	—	$106K	0.3%
Carillon Eagle Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$87K	0.3%
Fidelity Advisor Freedom 2055 K6 Mutual Fund	Mutual Funds	—	—	$81K	0.3%
Fidelity Advisor Freedom 2060 K6 Mutual Fund	Mutual Funds	—	—	$63K	0.2%
JPMorgan Government Bond R6 Mutual Fund	U.S. Treasuries	—	—	$47K	0.1%
Fidelity Global Ex US Index Group Annuity Contract	Mutual Funds	—	—	$44K	0.1%
Fidelity Advisor Freedom 2045 K6 Mutual Fund	Mutual Funds	—	—	$35K	0.1%
Fidelity Advisor Freedom 2050 K6 Mutual Fund	Mutual Funds	—	—	$35K	0.1%
Fidelity Advisor Freedom 2065 K6 Mutual Fund	Mutual Funds	—	—	$25K	<0.1%
Fidelity Freedom Income Fund K6 Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
Fidelity Advisor Freedom 2035 K6 Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Fidelity Inflation Protected Index Fund Mutual Fund	Common Collective Trusts	—	—	$6K	<0.1%
Fidelity Advisor Freedom 2010 K6 Mutual Fund	Mutual Funds	—	—	$3K	<0.1%

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