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Original filing (PDF)20251014200310NAL0001790771001
KIMBALL MANAGEMENT
Form 5500
FILING_RECEIVED
KIMBALL MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
169
Accounts w/ balance
186
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "BLACKROCK 60/40 TARGET ALLOCATION K" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIMBALL MANAGEMENT.
Plan sponsor
Name
KIMBALL MANAGEMENT
EIN
74-3036721
Address
P.O. BOX 1103 · SALT LAKE CITY, UT · 84115
Phone
(801) 972-2121
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
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
HAYNIE & COMPANY
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 | $11K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC | — | SAN DIEGO, CA | BROKER | $10K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WC ADMINISTRATORS, LLC | — | MIDVALE, UT | CONTRACT ADMIN | $5K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP,LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $3K | — |
Investments
26 direct securities · 3 pooled funds· $7.1M(100% of reported assets)
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.
Uncategorized
$6.6M
26 holdings
Common Collective Trust
$567K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK 60/40 TARGET ALLOCATION K | — | — | — | $1.9M | 26.5% | |
| VANGUARD 500 INDEX ADMIRAL | — | — | — | $1.4M | 20.3% | |
| BLACKROCK 80/20 TARGET ALLOCATION K | — | — | — | $859K | 12.1% | |
| Key Guaranteed Portfolio Fund | — | — | — | $577K | 8.1% | |
| VANGUARD SMALL CAP INDEX ADM | — | — | — | $375K | 5.3% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $313K | 4.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | — | — | — | $199K | 2.8% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $162K | 2.3% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | — | — | — | $157K | 2.2% | |
| EMPOWER INTERNATIONAL VALUE INSTL | — | — | — | $132K | 1.9% | |
| Participant Loans | — | — | — | $123K | 1.7% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL | — | — | — | $113K | 1.6% | |
| VICTORY SYCAMORE ESTABLISHED VALUE R6 | — | — | — | $102K | 1.4% | |
| LOOMIS SAYLES CORE PLUS BOND N | — | — | — | $102K | 1.4% | |
| DFA GLOBAL REAL ESTATE SECURITIES PORT | — | — | — | $92K | 1.3% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $91K | 1.3% | |
| DFA EMERGING MARKETS CORE EQUITY I | — | — | — | $83K | 1.2% | |
| DFA INFLATION-PROTECTED SECURITIES I | — | — | — | $76K | 1.1% | |
| BLACKROCK 20/80 TARGET ALLOCATION K | — | — | — | $47K | 0.7% | |
| PIMCO INT BOND (USD-HEDGED) INSTL | — | — | — | $36K | 0.5% | |
| PGIM HIGH-YIELD R6 | — | — | — | $32K | 0.5% | |
| BLACKROCK 40/60 TARGET ALLOCATION K | — | — | — | $29K | 0.4% | |
| DFA COMMODITY STRATEGY I | — | — | — | $29K | 0.4% | |
| INVESCO INTERNATIONAL SMALL-MID COMPY R6 | — | — | — | $19K | 0.3% | |
| DFA US TARGETED VALUE I | — | — | — | $14K | 0.2% | |
| FRANKLIN UTILITIES R6 | — | — | — | $12K | 0.2% | |
| INVESCO GOLD & SPECIAL MINERALS R6 | — | — | — | $10K | 0.1% | |
| JPMORGAN MID CAP GROWTH R6 | — | — | — | $5K | <0.1% | |
| FIDELITY FREEDOM INDEX 2035 INSTL PREM | — | — | — | $4K | <0.1% |
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