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Original filing (PDF)20250829103448NAL0011250705001
KODIAK ROBOTICS, INC.
Form 5500
FILING_RECEIVED
KODIAK ROBOTICS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
222
Accounts w/ balance
168
Plan assets (EOY)
$10.0M
Net assets (EOY)
$10.0M
How this plan invests
This plan
1 pooled trust
Schedule D
34 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
Helping the score
- Below-peer total fees (1 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KODIAK ROBOTICS, INC..
Plan sponsor
Name
KODIAK ROBOTICS, INC.
EIN
82-5086710
Address
1049 TERRA BELLA AVE · MOUNTAIN VIEW, CA · 94043
Phone
(650) 209-8005
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-08-29
Pension benefit codes
2T · Default investment account (QDIA)
2J · 401(k) feature
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Investments
33 direct securities · 1 pooled fund· $9.9M(99% 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
$9.8M
33 holdings
Common Collective Trust
$51K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds * Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.3M | 22.8% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.3M | 13.2% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund | — | — | — | $975K | 9.8% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund | — | — | — | $869K | 8.7% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund | — | — | — | $808K | 8.1% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund | — | — | — | $723K | 7.3% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund | — | — | — | $448K | 4.5% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual Fund | — | — | — | $406K | 4.1% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $296K | 3.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $269K | 2.7% | |
| PIMCO RAE US Small Fund Institutional Class Mutual Fund | — | — | — | $220K | 2.2% | |
| MFS International Equity Fund Class R6 Mutual Fund | — | — | — | $167K | 1.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $152K | 1.5% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual Fund | — | — | — | $148K | 1.5% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund | — | — | — | $140K | 1.4% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $115K | 1.2% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund | — | — | — | $94K | 0.9% | |
| American Funds New World Fund Class R-6 Mutual Fund | — | — | — | $71K | 0.7% | |
| American Funds The Bond Fund of America Class R-6 Mutual Fund | — | — | — | $69K | 0.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $51K | 0.5% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $50K | 0.5% | |
| Self-directed brokerage accounts Unitized Investment Funds Mutual Fund | — | — | — | $49K | 0.5% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $35K | 0.4% | |
| Buffalo Small Cap Institutional Mutual Fund | — | — | — | $32K | 0.3% | |
| BlackRock Mid-Cap Growth Equity K Mutual Fund | — | — | — | $21K | 0.2% | |
| Non-Interest Bearing Cash Non-interest Bearing Cash | — | — | — | $12K | 0.1% | |
| Cohen & Steers Institutional Realty Shares Mutual Fund | — | — | — | $12K | 0.1% | |
| PGIM High Yield Fund- Class R6 Mutual Fund | — | — | — | $11K | 0.1% | |
| Fidelity Cash Reserves Cash | — | — | — | $10K | 0.1% | |
| Principal MidCap Value Fund I Institutional Class Mutual Fund | — | — | — | $6K | <0.1% | |
| Fidelity Freedom Index 2070 Fund Investor Class Mutual Fund | — | — | — | $6K | <0.1% | |
| Fidelity Freedom Index 2020 Fund Institutional Premium Class Mutual Fund | — | — | — | $4K | <0.1% | |
| American Funds Inflation Linked Bond Fund Class R-6 Mutual Fund | — | — | — | $2K | <0.1% | |
| Money market fund * Fidelity Government Money Market Fund Class K6 Money Market Fund | — | — | — | $1K | <0.1% |
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