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Original filing (PDF)20250929113537NAL0012129344001
KYKENKEE
Form 5500
FILING_RECEIVED
KYKENKEE 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
154
Accounts w/ balance
179
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Annuity Insurance Company of America Fixed Account" is 27% of plan.
- 74 bps in Schedule C fees — 154% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KYKENKEE.
Plan sponsor
Name
KYKENKEE
EIN
63-0784854
Address
18719 HWY 11 N · VANCE, AL · 354900003
Phone
(205) 553-8593
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial 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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $42K | — |
Investments
25 direct securities · 1 pooled fund· $20.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.8M
25 holdings
Pooled Separate Account
$8.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $8.4M | 71.0% | |
| Annuity Insurance Company of America Fixed Account | — | — | — | $3.1M | 26.6% | |
| MYWAYRETIREMENT LARGE CAP GROWTH FD CL R Registered investment companies | — | — | — | $1.9M | 16.3% | |
| MYWAYRETIREMENT BALANCED FUND CL R Registered investment companies | — | — | — | $1.6M | 13.6% | |
| MYWAYRETIREMENT MID CAP GROWTH FUND CL R Registered investment companies | — | — | — | $777K | 6.6% | |
| MYWAYRETIREMENT INTERNATIONAL GRWTH CLR Registered investment companies | — | — | — | $724K | 6.1% | |
| MYWAYRETIREMENT EMERGING MARKETS FD CL R Registered investment companies 873 MYWAYRETIREMENT INDEX 2030 FD CL R Registered investment companies | — | — | — | $694K | 5.9% | |
| MYWAYRETIREMENT INDEX 2040 FD CL R Registered investment companies | — | — | — | $577K | 4.9% | |
| MYWAYRETIREMENT LARGE CAP VALUE FD CL R Registered investment companies | — | — | — | $514K | 4.4% | |
| MYWAYRETIREMENT INDEX RETIREMENT FD CL R Registered investment companies | — | — | — | $382K | 3.2% | |
| Participant loans Varying maturities and interest rates 3.25% - 8.50% | — | — | — | $278K | 2.4% | |
| MYWAYRETIREMENT INDEX 2050 FD CL R Registered investment companies | — | — | — | $261K | 2.2% | |
| MYWAYRETIREMENT INDEX 2045 FD CL R Registered investment companies | — | — | — | $191K | 1.6% | |
| BLACKROCK MID CAP EQUITY INDEX FD CL 1 Registered investment companies | — | — | — | $133K | 1.1% | |
| MYWAYRETIREMENT COMMODITIES FUND CL R Registered investment companies 638 MYWAYRETIREMENT CORE BOND FUND CL R Registered investment companies | — | — | — | $129K | 1.1% | |
| MYWAYRETIREMENT INDEX 2035 FD CL R Registered investment companies | — | — | — | $84K | 0.7% | |
| MYWAYRETIREMENT SMALL CAP VALUE FD CL R Registered investment companies | — | — | — | $65K | 0.6% | |
| MYWAYRETIREMENT MID CAP VALUE FUND CL R Registered investment companies | — | — | — | $62K | 0.5% | |
| BLACKROCK RUSSELL 2000 INDEX FND CL R Registered investment companies | — | — | — | $56K | 0.5% | |
| MYWAYRETIREMENT SMALL CAP GROWTH FD CL R Registered investment companies | — | — | — | $46K | 0.4% | |
| MYWAYRETIREMENT INDEX 2060 FD CL R Registered investment companies | — | — | — | $43K | 0.4% | |
| MYWAYRETIREMENT INDEX 2065 FUND CL R Registered investment companies | — | — | — | $40K | 0.3% | |
| MYWAYRETIREMENT INDEX 2055 FD CL R Registered investment companies | — | — | — | $22K | 0.2% | |
| BLACKROCK EAFE EQUITY INDEX FUND CL R Registered investment companies | — | — | — | $15K | 0.1% | |
| BLACKROCK EQUITY INDEX FUND CL 1 Registered investment companies | — | — | — | $15K | 0.1% | |
| MYWAYRETIREMENT REAL ESTATE FUND CL R Registered investment companies | — | — | — | $3K | <0.1% |
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