How big is K2share, LLC's plan?

K2share, LLC's plan reported $14.4M in assets and 130 participants for 2024.

Original filing (PDF)20251010095851NAL0007908609001

K2share, LLC

Name: K2share, LLC — K2share, LLC 401(k) Plan, Form 5500 (2024)
Creator: K2share, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

K2share, LLC 401(k) Plan

401(k) retirement plan · K2share, LLC's K2share, LLC 401(k) Plan held $14.4M in plan assets for 130 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

130

Accounts w/ balance

134

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

People on this filing

Rodney Casida signed K2share, LLC's 2024 Form 5500 as plan administrator.

Rodney Casida — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

K2share, LLC's EIN is 74-2968368.

EIN 74-2968368

Plan number 001

Plan year 2024

ACK ID 20251010095851NAL0007908609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for K2share, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

K2share, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for K2SHARE, LLC.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

Plan health score

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 41K (2% of contributions).

Helping the score

Below-peer total plan cost (94th percentile).

Plan sponsor

Name

K2SHARE, LLC

EIN

all filings

Address

1005 UNIVERSITY DRIVE EAST · COLLEGE STATION, TX · 77840

Phone

(979) 260-0030

Industry

Data Processing, Hosting· Information / Tech / Media

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

2025-10-10

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

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

2G · Total participant-directed accounts

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$500	—

Investments

34 direct securities· $13.6M(95% of reported assets)

Mutual Funds

$12.9M

30 holdings

Common Collective Trusts

$608K

3 holdings

Bonds / Notes

$112K

1 holding

					% of plan
Fidelity Investments Fid Blue Chip Gr	Mutual Funds	—	—	$2.4M	16.4%
Fidelity Investments Fid Freedom 2050 K	Mutual Funds	—	—	$1.1M	7.8%
Fidelity Investments Fid Contrafund	Mutual Funds	—	—	$947K	6.6%
Fidelity Investments Fid Freedom 2060 K	Mutual Funds	—	—	$773K	5.4%
Fidelity Investments Fid Freedom 2045 K	Mutual Funds	—	—	$766K	5.3%
Fidelity Investments Fid OTC K	Mutual Funds	—	—	$695K	4.8%
Fidelity Investments Fid Freedom 2055 K	Mutual Funds	—	—	$609K	4.2%
Fidelity Investments Fid Freedom 2035 K	Mutual Funds	—	—	$574K	4.0%
Fidelity Investments Fid Intl Cap Apprec	Mutual Funds	—	—	$561K	3.9%
Fidelity Investments Fid Value Strat	Mutual Funds	—	—	$511K	3.6%
Fidelity Investments Fid Total Mkt Idx	Common Collective Trusts	—	—	$404K	2.8%
Fidelity Investments Fid Freedom 2020 K	Mutual Funds	—	—	$395K	2.7%
Fidelity Investments Fid Dividend Gr	Mutual Funds	—	—	$375K	2.6%
Fidelity Investments Fid Mid Cap Stock	Mutual Funds	—	—	$363K	2.5%
Fidelity Investments Fid Eq Div Income	Mutual Funds	—	—	$335K	2.3%
Fidelity Investments Fid Intermed Bond	Mutual Funds	—	—	$309K	2.1%
Fidelity Investments Fid Freedom 2025 K	Mutual Funds	—	—	$267K	1.9%
Fidelity Investments Fid Overseas	Mutual Funds	—	—	$254K	1.8%
Fidelity Investments Fid Invst Gr Bd	Mutual Funds	—	—	$231K	1.6%
Fidelity Investments Fid Small Cap Value	Mutual Funds	—	—	$226K	1.6%
Fidelity Investments Fid Govt Money Market	Mutual Funds	—	—	$212K	1.5%
Fidelity Investments Fid Extd Mkt Idx	Common Collective Trusts	—	—	$185K	1.3%
Fidelity Investments Fid Freedom 2030 K	Mutual Funds	—	—	$176K	1.2%
Fidelity Investments Fid Equity Income	Mutual Funds	—	—	$174K	1.2%
Fidelity Investments Fid Puritan	Mutual Funds	—	—	$155K	1.1%
Fidelity Investments Fid Freedom 2065 K	Mutual Funds	—	—	$142K	1.0%
Fidelity Investments Fid Sm Cap Discovery	Mutual Funds	—	—	$135K	0.9%
Participant loans Interest rates of 10% with various due dates -0-	Bonds / Notes	—	—	$112K	0.8%
Fidelity Investments Fid Real Estate Invs	Mutual Funds	—	—	$85K	0.6%
Fidelity Investments Fid Focused Stock	Mutual Funds	—	—	$74K	0.5%
Fidelity Investments Fid Growth Strategy K	Mutual Funds	—	—	$70K	0.5%
Fidelity Investments Fid 500 Index	Common Collective Trusts	—	—	$20K	0.1%
Fidelity Investments Fid Freedom Inc K	Mutual Funds	—	—	$2K	<0.1%
Fidelity Investments Fid Short Term Bond	Mutual Funds	—	—	$2K	<0.1%