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KIMBERLITE CORPORATION — KIMBERLITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010164722NAL0008033681001
KIMBERLITE CORPORATION
Form 5500
FILING_RECEIVED
KIMBERLITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
112
Accounts w/ balance
210
Plan assets (EOY)
$31.0M
Net assets (EOY)
$31.0M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KIMBERLITE CORPORATION
.
Find decision makers
Plan sponsor
Name
KIMBERLITE CORPORATION
EIN
77-0444505
Address
3621 W. BEECHWOOD AVENUE · FRESNO, CA · 937110648
Phone
(559) 264-9730
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Name
KIMBERLITE CORPORATION
EIN
77-0444505
City
FRESNO, CA
Phone
(559) 264-9730
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2P · Leveraged ESOP
Audit & trust (Schedule H)
Auditor
DRITSAS GROOM MCCORMICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $30.0M
(97% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Kimberlite Corporation common stock 529,979 shares
—
—
$19.0M
$30.0M
96.8%
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Knocking points off
Top holding "Kimberlite Corporation common stock 529,979 shares" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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