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Original filing (PDF)20251010113035NAL0004187363001
KSS IMMERSION SCHOOL, INC.
Form 5500
FILING_RECEIVED
KSS INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
205
Accounts w/ balance
364
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KSS IMMERSION SCHOOL, INC..
Plan sponsor
Name
KSS IMMERSION SCHOOL, INC.
EIN
83-2690918
Address
2540 CHARLESTON STREET · OAKLAND, CA · 94602
Phone
(504) 321-1130
Industry
Educational 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
2025-10-10
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
THE CJ CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA WEALTH INC | 48-1233289 | — | NONE | $20K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
27 direct securities· $5.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.1M | 19.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $920K | 16.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $762K | 13.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $740K | 13.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $485K | 8.6% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $446K | 7.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $354K | 6.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $275K | 4.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $125K | 2.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $101K | 1.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $79K | 1.4% | |
| Calvert US Large Cap Core Resp Ind R6 Calvert 0 | — | — | — | $40K | 0.7% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $33K | 0.6% | |
| Brown Advisory Sustainable Gr Instl Brown Advisory 0 | — | — | — | $31K | 0.5% | |
| Dodge & Cox Stock X Dodge 0 | — | — | — | $29K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $25K | 0.4% | |
| Fidelity Advisor Womens Leadership Z Fidelity 0 | — | — | — | $23K | 0.4% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $16K | 0.3% | |
| Parnassus Core Equity Inst Parnassus 0 | — | — | — | $16K | 0.3% | |
| Fidelity Sustainability Bond Index Fidelity 0 | — | — | — | $14K | 0.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $14K | 0.3% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $14K | 0.2% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $11K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $10K | 0.2% | |
| Calvert Intl Responsible Index R6 Calvert 0 | — | — | — | $9K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $8K | 0.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $5K | <0.1% |
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