Original filing (PDF)20250910161708NAL0013543075001

KNOWLEDGE BASED SYSTEMS, INC.

Name: KNOWLEDGE BASED SYSTEMS, INC. — KNOWLEDGE BASED SYSTEMS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: KNOWLEDGE BASED SYSTEMS, INC.

Form 5500

FILING_RECEIVED

KNOWLEDGE BASED SYSTEMS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

15 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KNOWLEDGE BASED SYSTEMS, INC..

Plan sponsor

Name

KNOWLEDGE BASED SYSTEMS, INC.

EIN

74-2505334

Address

1408 UNIVERSITY DR E · COLLEGE STATION, TX · 778402335

Phone

(979) 260-5274

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

2025-09-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

15 pooled funds· $7.7M

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.

			% of plan
FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001	Common Collective Trust	$2.2M	29.0%
FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001	Common Collective Trust	$2.1M	27.9%
FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001	Common Collective Trust	$959K	12.5%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	$639K	8.3%
FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001	Common Collective Trust	$542K	7.0%
PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426	Common Collective Trust	$520K	6.7%
FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001	Common Collective Trust	$288K	3.7%
FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001	Common Collective Trust	$231K	3.0%
BALANCED SUST R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139844 / PN 624	Common Collective Trust	$72K	0.9%
FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001	Common Collective Trust	$52K	0.7%
FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001	Common Collective Trust	$8K	0.1%
FLEXPATH+CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 001	Common Collective Trust	$8K	0.1%
LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001	Common Collective Trust	$0	<0.1%
FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001	Common Collective Trust	$0	<0.1%
FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001	Common Collective Trust	$0	<0.1%

1–15 of 15

Related plans

Similar-size Professional & Technical Services plans

HILEMAN ENTERPRISES, LLC

HILEMAN ENTERPRISES 401(K) PLAN

TAILORED SOLUTIONS LLC

TAILORED SOLUTIONS LLC 401K

PMA, INC.

PMA, INC. GCF BENEFIT PLAN

HOOD VISION INC

DC TECH SOLUTIONS, LLC

DC TECH SOLUTIONS 401(K) PLAN

MAGDATA INTERMEDIATE HOLDINGS, LLC