Original filing (PDF)20250819094714NAL0002182049001

KIOLBASSA PROVISION COMPANY, INC.

Name: KIOLBASSA PROVISION COMPANY, INC. — KIOLBASSA PROVISION COMPANY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: KIOLBASSA PROVISION COMPANY, INC.

Form 5500

FILING_RECEIVED

KIOLBASSA PROVISION COMPANY, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

29% in single holding

Active participants

270

Accounts w/ balance

298

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

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 C

Average plan with room to improve

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 KIOLBASSA PROVISION COMPANY, INC..

Plan sponsor

Name

KIOLBASSA PROVISION COMPANY, INC.

EIN

74-1358377

Address

1325 SOUTH BRAZOS · SAN ANTONIO, TX · 78207

Phone

(210) 226-8127

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

2025-08-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$24K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS LLC	61-1758632	—	ADVISOR	$22K	—

Investments

26 direct securities· $10.2M(100% of reported assets)

Other securities

$10.0M

24 holdings

Cash / Money Market

$123K

1 holding

U.S. Treasuries

$29K

1 holding

					% of plan
5 *Fidelity Management Trust Company Fidelity 500 Index Fund	Other securities	—	—	$3.0M	29.2%
15 *Fidelity Management Trust Company Fidelity Freedom Blend 2050 Fund	Other securities	—	—	$1.4M	13.5%
12 *Fidelity Management Trust Company Fidelity Freedom Blend 2035 Fund	Other securities	—	—	$978K	9.6%
10 *Fidelity Management Trust Company Fidelity Freedom Blend 2025 Fund	Other securities	—	—	$757K	7.4%
16 *Fidelity Management Trust Company Fidelity Freedom Blend 2055 Fund	Other securities	—	—	$676K	6.6%
11 *Fidelity Management Trust Company Fidelity Freedom Blend 2030 Fund	Other securities	—	—	$559K	5.5%
Notes receivable from participants Maturing at various times through 2030 -0-	Other securities	—	—	$514K	5.1%
14 *Fidelity Management Trust Company Fidelity Freedom Blend 2045 Fund	Other securities	—	—	$473K	4.6%
17 *Fidelity Management Trust Company Fidelity Freedom Blend 2060 Fund	Other securities	—	—	$399K	3.9%
13 *Fidelity Management Trust Company Fidelity Freedom Blend 2040 Fund	Other securities	—	—	$371K	3.6%
1 Fidelity Management Trust Company AB Large Cap Growth Fund	Other securities	—	—	$366K	3.6%
6 Fidelity Management Trust Company Fidelity Freedom Blend Income Fund * 156 7 *Fidelity Management Trust Company Fidelity Freedom Blend 2010 Fund	Other securities	—	—	$268K	2.6%
21 *Fidelity Management Trust Company Fidelity Government Money Market Fund	Cash / Money Market	—	—	$123K	1.2%
25 *Fidelity Management Trust Company Fidelity Total Bond Index	Other securities	—	—	$69K	0.7%
18 *Fidelity Management Trust Company Fidelity Freedom Blend 2065 Fund	Other securities	—	—	$52K	0.5%
8 *Fidelity Management Trust Company Fidelity Freedom Blend 2015 Fund	Other securities	—	—	$48K	0.5%
2 Fidelity Management Trust Company American Century Small Cap Growth Fund	Other securities	—	—	$46K	0.5%
9 *Fidelity Management Trust Company Fidelity Freedom Blend 2020 Fund	Other securities	—	—	$34K	0.3%
22 *Fidelity Management Trust Company Fidelity Intermediate Treasury Bond Index Fund	U.S. Treasuries	—	—	$29K	0.3%
26 Fidelity Management Trust Company MFS International Diversification Fund	Other securities	—	—	$20K	0.2%
27 Fidelity Management Trust Company MFS Mid Cap Value Fund 448 28 Fidelity Management Trust Company Pimco Income Fund 216 29 Fidelity Management Trust Company Putnam Large Cap Value Fund	Other securities	—	—	$15K	0.1%
4 Fidelity Management Trust Company Cohen & Steers Real Estate Securities Fund	Other securities	—	—	$12K	0.1%
23 *Fidelity Management Trust Company Fidelity Mid Cap Index Fund	Other securities	—	—	$8K	<0.1%
19 Fidelity Management Trust Company Fidelity Freedom Blend 2070 Fund * 953 20 *Fidelity Management Trust Company Fidelity Global ex U.S. Index Fund	Other securities	—	—	$7K	<0.1%
3 Fidelity Management Trust Company BlackRock Mid Cap Growth Equity Fund	Other securities	—	—	$4K	<0.1%
24 *Fidelity Management Trust Company Fidelity Small Cap Index Fund	Other securities	—	—	$3K	<0.1%