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Original filing (PDF)20250731115051NAL0005995025001
KBP BRANDS, LLC
Form 5500
FILING_RECEIVED
KBP BRANDS 401(K) PLAN
401(k) retirement plan
Signals · 2
~97 bps in Sched C feesNo recordkeeper disclosed
Active participants
9,238
Accounts w/ balance
841
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.7M
How this plan invests
This plan
10 pooled trusts
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 97 bps in Schedule C fees — 236% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 9% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KBP BRANDS, LLC.
Plan sponsor
Name
KBP BRANDS, LLC
EIN
82-5400542
Address
11141 OVERBROOK RD, STE 400 · LEAWOOD, KS · 66211
Phone
(913) 356-6300
Industry
Accommodation & Food 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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $50K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $133K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
31 direct securities · 10 pooled funds· $19.1M(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.
Uncategorized
$18.6M
31 holdings
Pooled Separate Account
$246K
3 holdings
Common Collective Trust
$228K
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Fund Mutual fund | — | — | — | $2.9M | 15.1% | |
| Fidelity Freedom Index 2030 Fund Mutual fund | — | — | — | $2.3M | 12.2% | |
| Fidelity Freedom Index 2050 Fund Mutual fund | — | — | — | $2.3M | 12.2% | |
| Fidelity Freedom Index 2040 Fund Mutual fund | — | — | — | $2.2M | 11.5% | |
| Fidelity Freedom Index 2045 Fund Mutual fund | — | — | — | $2.0M | 10.7% | |
| Fidelity Freedom Index 2055 Fund Mutual fund | — | — | — | $1.9M | 10.2% | |
| Fidelity Freedom Index 2025 Fund Mutual fund | — | — | — | $1.0M | 5.4% | |
| Fidelity Freedom Index 2060 Fund Mutual fund | — | — | — | $798K | 4.2% | |
| Fidelity 500 Index Mutual fund | — | — | — | $673K | 3.6% | |
| Vanguard Growth Index Mutual fund | — | — | — | $382K | 2.0% | |
| Principal Fixed Income Guaranteed Option Guaranteed Interest Contract | — | — | — | $272K | 1.4% | |
| American Funds New Perspective Mutual fund | — | — | — | $235K | 1.2% | |
| Principal LargeCap S&P 500 Index Sep Pooled separate account | — | — | — | $179K | 0.9% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $179K | 0.9% | |
| Vanguard Value Index Mutual fund | — | — | — | $174K | 0.9% | |
| Fidelity Freedom Index 2065 Fund Mutual fund | — | — | — | $172K | 0.9% | |
| Fidelity International Index Mutual fund | — | — | — | $160K | 0.8% | |
| Fidelity US Bond Index Mutual fund | — | — | — | $120K | 0.6% | |
| Vanguard Mid Cap Growth Index Mutual fund | — | — | — | $111K | 0.6% | |
| Fidelity Freedom Index 2010 Fund Mutual fund 11 Fidelity Freedom Index 2015 Fund Mutual fund 81 Fidelity Freedom Index 2020 Fund Mutual fund | — | — | — | $103K | 0.5% | |
| Vanguard Mid Cap Value Index Mutual fund | — | — | — | $101K | 0.5% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $88K | 0.5% | |
| Fidelity Small Cap Growth Index Mutual fund | — | — | — | $88K | 0.5% | |
| Fidelity Freedom Index Income Fund Mutual fund | — | — | — | $68K | 0.4% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $65K | 0.3% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $60K | 0.3% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $56K | 0.3% | |
| JPMorgan Core Plus Bond Fund Mutual fund | — | — | — | $56K | 0.3% | |
| Vanguard International Growth Mutual fund | — | — | — | $53K | 0.3% | |
| Vanguard Small Cap Value Index Mutual fund | — | — | — | $51K | 0.3% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $40K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $36K | 0.2% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $33K | 0.2% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $31K | 0.2% | |
| Notes receivable from participants Various participants, interest rates range from 4.25% to 9.50% | — | — | — | $30K | 0.2% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $29K | 0.2% | |
| DFA Real Estate Securities Mutual fund | — | — | — | $26K | 0.1% | |
| Vanguard International Value Mutual fund | — | — | — | $19K | <0.1% | |
| AB US Large Cap Growth CIT W Series Common collective trust | — | — | — | $1K | <0.1% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1K | <0.1% | |
| JHANCOCK STABLE VALUE I6 FUND GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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