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Original filing (PDF)20251015172322NAL0005517809001
KIBO SOFTWARE, INC.
Form 5500
FILING_RECEIVED
KIBO SOFTWARE 401K PLAN
401(k) retirement plan
Active participants
73
Accounts w/ balance
285
Plan assets (EOY)
$17.9M
Net assets (EOY)
$17.8M
How this plan invests
This plan
14 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIBO SOFTWARE, INC..
Plan sponsor
Name
KIBO SOFTWARE, INC.
EIN
81-0788718
Address
5900 BALCONES DRIVE · SUITE 15077 · AUSTIN, TX · 75201
Phone
(619) 756-4862
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORD KEEPER | $35K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
Investments
26 direct securities · 14 pooled funds· $18.7M(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.
Registered Investment Companies
$17.0M
26 holdings
Common Collective Trust
$1.6M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $3.0M | 16.7% | |
| BLACKROCK HIGH YIELD K 987 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $2.7M | 15.2% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $2.1M | 11.5% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $1.8M | 10.2% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $1.8M | 9.8% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $1.5M | 8.3% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $1.1M | 6.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $809K | 4.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $809K | 4.5% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $809K | 4.5% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $634K | 3.5% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $580K | 3.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $267K | 1.5% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $216K | 1.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $179K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $153K | 0.9% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $152K | 0.8% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $38K | 0.2% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $21K | 0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $17K | <0.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $14K | <0.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $12K | <0.1% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $8K | <0.1% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $5K | <0.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $5K | <0.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $4K | <0.1% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| FID FRDM INX 2015 FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2055 FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2060 FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2020 FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2045 FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2045 FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2050 FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2050 FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2065 FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2030 FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $0 | <0.1% |
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