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Original filing (PDF)20251003160959NAL0000901123001
KHUU'S INC.
Form 5500
FILING_RECEIVED
KAMET 401(K) PLAN
401(k) retirement plan
Signals · 2
95% in single holdingNo recordkeeper disclosed
Active participants
168
Accounts w/ balance
140
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Schwab Personal Choice Retirement Accounts Various" is 95% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KHUU'S INC..
Plan sponsor
Name
KHUU'S INC.
DBA
DBA KAMET
EIN
77-0401690
Address
1778 MCCARTHY BOULEVARD · MILPITAS, CA · 95035
Phone
(408) 522-8000
Industry
Manufacturingsee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LENNY YEH, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
16 direct securities· $9.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Personal Choice Retirement Accounts Various | — | — | — | $8.6M | 95.5% | |
| Vanguard Target Retirement 2035 Fund Investor Shares 3,969.0400 units in mutual fund | — | — | — | $95K | 1.1% | |
| Vanguard Target Retirement 2030 Fund Investor Shares 1,990.2860 units in mutual fund | — | — | — | $75K | 0.8% | |
| Vanguard Target Retirement 2045 Fund Investor Shares 1,877.5250 units in mutual fund | — | — | — | $56K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Investor Shares 2,853.2570 units in mutual fund | — | — | — | $53K | 0.6% | |
| Vanguard Target Retirement 2040 Fund Investor Shares 743.6160 units in mutual fund | — | — | — | $32K | 0.4% | |
| Vanguard Target Retirement Income Fund Investor Shares 2,098.1210 units in mutual fund | — | — | — | $27K | 0.3% | |
| Vanguard Target Retirement 2050 Fund Investor Shares 441.4660 units in mutual fund | — | — | — | $22K | 0.2% | |
| Loan Repayments are included: Corrected Outside Correction in VFCP $21,415 | — | — | $21K | $21K | 0.2% | |
| Cash and cash equivalents * Schwab Bank Savings Money market fund | — | — | — | $15K | 0.2% | |
| Vanguard Target Retirement 2060 Fund Investor Shares 145.4690 units in mutual fund | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2055 Fund Investor Shares 131.6810 units in mutual fund | — | — | — | $7K | <0.1% | |
| Schwab S&P 500 Index Fund 30.3440 units in mutual fund | — | — | — | $3K | <0.1% | |
| Cash and cash equivalents | — | — | — | $3K | <0.1% | |
| Vanguard FTSE Social Index Fund Admiral Shares 33.4940 units in mutual fund | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Investor Shares 50.9790 units in mutual fund | — | — | — | $2K | <0.1% |
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