Original filing (PDF)20250707115358NAL0008925618001

KALMAN & COMPANY INC.

Name: KALMAN & COMPANY INC. — KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST, Form 5500 (2024)
Creator: KALMAN & COMPANY INC.

Form 5500

FILING_RECEIVED

KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST

401(k) retirement plan

Active participants

430

Accounts w/ balance

316

Plan assets (EOY)

$25.4M

Net assets (EOY)

$25.4M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KALMAN & COMPANY INC..

Plan sponsor

Name

KALMAN & COMPANY INC.

EIN

54-1231255

Address

2901 S LYNNHAVEN RD STE 340 · VIRGINIA BEACH, VA · 23452

Phone

(757) 461-4292

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JPMORGAN INVEST HOLDINGS LLC	13-2624428	—	RECORDKEEPER	$700	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES	—	ST PETERSBURG, FL	INVESTMENT ADVISOR	$63K	—

Investments

26 direct securities· $25.4M(100% of reported assets)

Other securities

$24.9M

24 holdings

U.S. Treasuries

$256K

1 holding

Bonds / Notes

$205K

1 holding

					% of plan
JPMorgan SmartRetirement 2035 R6	Other securities	—	—	$3.6M	14.3%
JPMorgan Large Cap Growth R6	Other securities	—	—	$2.6M	10.4%
BlackRock iShares S&P 500 Index K	Other securities	—	—	$2.2M	8.6%
JPMorgan SmartRetirement 2025 R6	Other securities	—	—	$2.1M	8.2%
JPMorgan SmartRetirement 2030 R6	Other securities	—	—	$1.8M	7.0%
JPMorgan SmartRetirement Income R6	Other securities	—	—	$1.7M	6.9%
JPMorgan SmartRetirement 2045 R6	Other securities	—	—	$1.7M	6.7%
JPMorgan SmartRetirement 2040 R6	Other securities	—	—	$1.5M	6.0%
JPMorgan SmartRetirement 2050 R6	Other securities	—	—	$1.3M	5.0%
JPMorgan Mid Cap Growth R6	Other securities	—	—	$1.1M	4.2%
JPMorgan SmartRetirement 2055 R6	Other securities	—	—	$983K	3.9%
Vanguard Small Cap Index Fund Admiral	Other securities	—	—	$906K	3.6%
American Funds American Funds New Perspective R6	Other securities	—	—	$875K	3.4%
American Funds American Funds American Balanced R6	Other securities	—	—	$555K	2.2%
JPMorgan US Government MMkt Instl	Other securities	—	—	$445K	1.8%
JPMorgan SmartRetirement 2060 R6	Other securities	—	—	$384K	1.5%
JPMorgan SmartRetirement 2020 R6	Other securities	—	—	$347K	1.4%
Vanguard Mid Cap Index Adm	Other securities	—	—	$306K	1.2%
Lord Abbett Lord Abbett Bond Debenture R6	U.S. Treasuries	—	—	$256K	1.0%
Participant loans Interest bearing at 5.25% - 10.50%, maturing through	Bonds / Notes	—	—	$205K	0.8%
American Funds American Funds Fundamental Investors R6	Other securities	—	—	$179K	0.7%
Dimensional Fund Advisors DFA US Small Cap	Other securities	—	—	$113K	0.4%
Dimensional Fund Advisors DFA US Large Cap Value I	Other securities	—	—	$68K	0.3%
Vanguard Total Intl Stock Index Admiral	Other securities	—	—	$65K	0.3%
BlackRock Total Return K	Other securities	—	—	$40K	0.2%
Dimensional Fund Advisors DFA International Core Equity I	Other securities	—	—	$16K	<0.1%