How big is K2 Solutions Inc.'s plan?

K2 Solutions Inc.'s plan reported $4.5M in assets and 351 participants for 2024.

Original filing (PDF)20251003083831NAL0001158449001

K2 Solutions Inc.

Name: K2 Solutions Inc. — K2 Solutions Inc. 401(k) Plan, Form 5500 (2024)
Creator: K2 Solutions Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

K2 Solutions Inc. 401(k) Plan

401(k) retirement plan · K2 Solutions Inc.'s K2 Solutions Inc. 401(k) Plan held $4.5M in plan assets for 351 participants in 2024.

Active participants

351

Accounts w/ balance

166

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

James Lynch signed K2 Solutions Inc.'s 2024 Form 5500 as plan administrator.

James Lynch — 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

K2 Solutions Inc.'s EIN is 76-0741755.

EIN 76-0741755

Plan number 003

Plan year 2024

ACK ID 20251003083831NAL0001158449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for K2 Solutions Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

K2 Solutions Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for K2 SOLUTIONS INC..

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Below-peer total plan cost (90th percentile).

Plan sponsor

Name

K2 SOLUTIONS INC.

EIN

all filings

Address

P.O. BOX 690 · SOUTHERN PINES, NC · 28388

Phone

(620) 793-8473

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

HANTZMON WIEBEL LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

36 direct securities· $4.5M(100% of reported assets)

Mutual Funds

$3.8M

33 holdings

Stable Value

$596K

1 holding

Other securities

$77K

2 holdings

					% of plan
American Funds Capital World Growth & Income Fund Mutual Fund n/a	Mutual Funds	—	—	$993K	22.1%
CUNA Mutual Insurance Society Guaranteed Investment Contract n/a	Stable Value	—	—	$596K	13.3%
American Funds 2030 Target Retirement Date Mutual Fund n/a	Mutual Funds	—	—	$532K	11.9%
American Funds 2040 Target Retirement Date Mutual Fund n/a	Mutual Funds	—	—	$331K	7.4%
American Funds 2010 Target Retirement Date Mutual Fund n/a 168 American Funds 2015 Target Retirement Date Mutual Fund n/a 169 American Funds 2020 Target Retirement Date Mutual Fund n/a 248 American Funds 2025 Target Retirement Date Mutual Fund n/a	Mutual Funds	—	—	$241K	5.4%
American Funds New Economy Fund Mutual Fund n/a	Mutual Funds	—	—	$168K	3.7%
American Funds 2035 Target Retirement Date Mutual Fund n/a	Mutual Funds	—	—	$163K	3.6%
American Funds Growth Fund of America Mutual Fund n/a	Mutual Funds	—	—	$154K	3.4%
American Funds 2055 Target Retirement Date Mutual Fund n/a	Mutual Funds	—	—	$139K	3.1%
American Funds 2050 Target Retirement Date Mutual Fund n/a	Mutual Funds	—	—	$121K	2.7%
Nuveen Mid Cap Growth Opportunities Mutual Fund n/a	Mutual Funds	—	—	$120K	2.7%
American Funds Investment Company of America Mutual Fund n/a	Mutual Funds	—	—	$105K	2.3%
Franklin Rising Dividends Mutual Fund n/a	Mutual Funds	—	—	$88K	2.0%
American Funds AMCAP Fund Mutual Fund n/a	Mutual Funds	—	—	$78K	1.7%
American Funds 2045 Target Retirement Date Mutual Fund n/a	Mutual Funds	—	—	$75K	1.7%
Keeley Small Cap Value Mutual Fund n/a	Other securities	—	—	$74K	1.7%
American Funds New World Fund Mutual Fund n/a	Mutual Funds	—	—	$52K	1.2%
Franklin Gold & Precious Metal Mutual Fund n/a	Mutual Funds	—	—	$44K	1.0%
American Funds Fundamental Investors Mutual Fund n/a	Mutual Funds	—	—	$40K	0.9%
American Funds SMALLCAP World Fund Mutual Fund n/a	Mutual Funds	—	—	$39K	0.9%
American Funds American Balanced Fund Mutual Fund n/a	Mutual Funds	—	—	$38K	0.9%
American Funds Capital Income Builder Mutual Fund n/a	Mutual Funds	—	—	$38K	0.9%
Franklin Utilities Mutual Fund n/a	Mutual Funds	—	—	$36K	0.8%
American Funds Washington Mutual Investors Fund Mutual Fund n/a	Mutual Funds	—	—	$34K	0.8%
American Funds Money Market Money Market n/a	Mutual Funds	—	—	$34K	0.7%
American Funds EuroPacific Growth Fund Mutual Fund n/a	Mutual Funds	—	—	$32K	0.7%
American Funds New Perspective Fund Mutual Fund n/a	Mutual Funds	—	—	$32K	0.7%
American Funds American High Income Trust Mutual Fund n/a	Mutual Funds	—	—	$25K	0.6%
Franklin Income Mutual Fund n/a	Mutual Funds	—	—	$14K	0.3%
American Funds Bond Fund of Am. Mutual Fund n/a	Mutual Funds	—	—	$13K	0.3%
American Funds Cap World Bond Fund Mutual Fund n/a	Mutual Funds	—	—	$12K	0.3%
Franklin Natural Resources Mutual Fund n/a	Mutual Funds	—	—	$9K	0.2%
American Funds American Mutual Fund Mutual Fund n/a	Mutual Funds	—	—	$8K	0.2%
American Funds Income Fund of America Mutual Fund n/a	Mutual Funds	—	—	$6K	0.1%
Franklin Mutual Shares Mutual Fund n/a	Mutual Funds	—	—	$4K	<0.1%
International Growth and Income Fund Mutual Fund n/a	Other securities	—	—	$2K	<0.1%