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Original filing (PDF)20251001150818NAL0013391569001
KS INDUSTRIES, LP
Form 5500
FILING_RECEIVED
KS INDUSTRIES, LP 401(K) PLAN
401(k) retirement plan
Active participants
1,285
Accounts w/ balance
923
Plan assets (EOY)
$54.9M
Net assets (EOY)
$54.9M
How this plan invests
This plan
6 pooled trusts
Schedule D
28 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
- 48 bps in Schedule C fees — 201% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KS INDUSTRIES, LP.
Plan sponsor
Name
KS INDUSTRIES, LP
EIN
76-0712868
Address
6205 DISTRICT BLVD · BAKERSFIELD, CA · 93313
Phone
(661) 617-1624
Industry
Constructionsee 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
2E · Profit-sharing
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $171K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $94K | — |
Investments
22 direct securities · 6 pooled funds· $53.2M(97% 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
$37.1M
21 holdings
Common Collective Trust
$10.8M
6 holdings
Mutual Funds
$5.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $5.2M | 9.5% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2045 Inv | — | — | — | $5.1M | 9.3% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2030 Inv | — | — | — | $5.0M | 9.2% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2025 Inv | — | — | — | $4.7M | 8.5% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2035 Inv | — | — | — | $4.3M | 7.8% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2040 Inv | — | — | — | $3.9M | 7.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.6M | 6.5% | |
| NT COL S&P 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $2.9M | 5.3% | |
| Harbor Funds Harbor Capital Appreciation CIT R | — | — | — | $2.8M | 5.1% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2055 Inv | — | — | — | $2.6M | 4.8% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $1.5M | 2.8% | |
| BlackRock Total Return K | — | — | — | $1.4M | 2.6% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 46-6138589 / PN 088 | Common Collective Trust | — | — | $1.3M | 2.3% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2020 Inv | — | — | — | $1.2M | 2.2% | |
| Common investment trusts * MFS Investment Management MFS Large Cap Value CIT CL CT | — | — | — | $1.1M | 2.0% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $1.1M | 1.9% | |
| Hartford Mutual Funds Hartford Intl Opportunities Y | — | — | — | $1.1M | 1.9% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2060 Inv | — | — | — | $922K | 1.7% | |
| The Vanguard Group, Inc. Vanguard Target Retirement Income Inv | — | — | — | $709K | 1.3% | |
| ClearBridge Investment CleardBridge Appreciation IS | — | — | — | $611K | 1.1% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $496K | 0.9% | |
| MassMutual Mutual Funds MassMutual Mid Cap Growth I | — | — | — | $485K | 0.9% | |
| Pioneer Investments Pioneer Strategic Income K | — | — | — | $331K | 0.6% | |
| Loomis Sayles Loomis Sayles Small Cap Growth N | — | — | — | $313K | 0.6% | |
| American Beacon Advisors, Inc. American Beacon Small Cp Val R5 | — | — | — | $298K | 0.5% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2065 Inv | — | — | — | $156K | 0.3% | |
| Driehaus Capital Management Driehaus Emerging Markets Growth Instl | — | — | — | $65K | 0.1% | |
| The Vanguard Group, Inc. Vanguard Target Retirement 2070 Inv | — | — | — | $11K | <0.1% |
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