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Original filing (PDF)20251001135952NAL0005960611001
KITESTRING TECHNICAL SERVICES
Form 5500
FILING_RECEIVED
KITESTRING TECHNICAL SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
86
Accounts w/ balance
147
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 68% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KITESTRING TECHNICAL SERVICES.
Plan sponsor
Name
KITESTRING TECHNICAL SERVICES
EIN
71-0817472
Address
908 S. WALTON BLVD. · SUITE 32 · BENTONVILLE, AR · 72712
Phone
(479) 250-9143
Industry
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
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GARRETY & ASSOCIATES LLC CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARVEST BANK | — | BARTLESVILLE, OK | INVESTMENT ADVISOR | $5K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS, INC | — | ALBUQUERQUE, NM | CONTRACT ADMIN | $6K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARVEST ASSET MANAGEMENT | — | LOWELL, AR | INVESTMENT AD VISOR | $20K | — |
| GATEWAY PENSION SERVICES, LTD. | — | ST. LOUIS, MO | CONTRACT ADMI NISTRATOR | $3K | — |
Investments
32 direct securities· $11.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL Mutual Funds N/A | — | — | — | $1.8M | 16.1% | |
| VANGUARD INTERNATIONAL VALUE PORTFOLIO Mutual Funds N/A | — | — | — | $900K | 8.1% | |
| VANGUARD TARGET RETIREMENT 2045 INV Mutual Funds N/A | — | — | — | $854K | 7.7% | |
| VANGUARD TARGET RETIREMENT 2060 INV Mutual Funds N/A | — | — | — | $730K | 6.6% | |
| VANGUARD TARGET RETIREMENT 2065 INV Mutual Funds N/A | — | — | — | $534K | 4.8% | |
| AMERICAN CENTURY FOCUS LARGE CAP VAL R6 Mutual Funds N/A | — | — | — | $529K | 4.8% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL Mutual Funds N/A | — | — | — | $497K | 4.5% | |
| VANGUARD TARGET RETIREMENT 2050 INV Mutual Funds N/A | — | — | — | $467K | 4.2% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual Funds N/A | — | — | — | $458K | 4.1% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL Mutual Funds N/A | — | — | — | $375K | 3.4% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutual Funds N/A | — | — | — | $338K | 3.0% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL Mutual Funds N/A | — | — | — | $300K | 2.7% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL Mutual Funds N/A | — | — | — | $279K | 2.5% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL Mutual Funds N/A | — | — | — | $274K | 2.5% | |
| VANGUARD TARGET RETIREMENT 2040 INV Mutual Funds N/A | — | — | — | $264K | 2.4% | |
| VANGUARD TARGET RETIREMENT 2025 INV Mutual Funds N/A | — | — | — | $254K | 2.3% | |
| PGIM HIGH-YIELD R6 Mutual Funds N/A | — | — | — | $244K | 2.2% | |
| VANGUARD VALUE INDEX ADM Mutual Funds N/A | — | — | — | $244K | 2.2% | |
| VANGUARD GROWTH INDEX ADM Mutual Funds N/A | — | — | — | $236K | 2.1% | |
| KEY GUARANTEED PORTFOLIO FUND General Insurance Contract N/A | — | — | — | $235K | 2.1% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Funds N/A | — | — | — | $234K | 2.1% | |
| DFA EMERGING MARKETS I Mutual Funds N/A | — | — | — | $219K | 2.0% | |
| VANGUARD TARGET RETIREMENT 2030 INV Mutual Funds N/A | — | — | — | $177K | 1.6% | |
| TEMPLETON GLOBAL BOND R6 Mutual Funds N/A | — | — | — | $152K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADM M Mutual Funds N/A | — | — | — | $135K | 1.2% | |
| DFA INTERNATIONAL CORE EQUITY I Mutual Funds N/A | — | — | — | $119K | 1.1% | |
| DFA US TARGETED VALUE I Mutual Funds N/A | — | — | — | $108K | 1.0% | |
| AMERICAN CENTURY INFL-ADJ BD R5 Mutual Funds N/A | — | — | — | $86K | 0.8% | |
| DFA US SMALL CAP I Mutual Funds N/A | — | — | — | $26K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual Funds N/A | — | — | — | $13K | 0.1% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual Funds N/A | — | — | — | $11K | <0.1% | |
| INTEREST BEARING CASH ACCOUNT Cash N/A | — | — | — | $7K | <0.1% |