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Original filing (PDF)20251013124828NAL0000611155001
KRAYDEN, INC.
Form 5500
FILING_RECEIVED
KRAYDEN INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
199
Accounts w/ balance
169
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
11 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KRAYDEN, INC..
Plan sponsor
Name
KRAYDEN, INC.
EIN
84-1107449
Address
1491 W 124TH AVENUE · WESTMINSTER, CO · 80234
Phone
(917) 297-2280
Industry
Wholesale Tradesee 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
RUBIN BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $25K | — |
Investments
14 direct securities · 11 pooled funds· $11.7M(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.
Uncategorized
$5.9M
14 holdings
Common Collective Trust
$5.7M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $2.7M | 22.8% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $1.4M | 11.6% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $1.3M | 11.4% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $1.0M | 9.0% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $933K | 8.0% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $739K | 6.3% | |
| Fidelity International Index Mutual Fund | — | — | — | $501K | 4.3% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $481K | 4.1% | |
| EI Fixed Account - Series Class I Group Annuity Contract | — | — | — | $471K | 4.0% | |
| T. Rowe Price Large Cap Growth I Mutual Fund | — | — | — | $443K | 3.8% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $327K | 2.8% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $302K | 2.6% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $285K | 2.4% | |
| American Century Emerging Markets R6 Mutual Fund | — | — | — | $261K | 2.2% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $157K | 1.3% | |
| maturities through 2029 | — | — | — | $123K | 1.1% | |
| Blackrock Mid-Cap Growth Equity K Mutual Fund | — | — | — | $63K | 0.5% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $51K | 0.4% | |
| JPMorgan Equity Income R6 Mutual Fund | — | — | — | $44K | 0.4% | |
| Blackrock International K Mutual Fund | — | — | — | $41K | 0.3% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $35K | 0.3% | |
| AMERICAN CENTURY US MID CAP VALUE E SEI TRUST COMPANY · EIN 27-0572972 / PN 000 | Common Collective Trust | — | — | $17K | 0.1% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $9K | <0.1% | |
| Blackrock Strategic Income Opps K Mutual Fund | — | — | — | $5K | <0.1% | |
| American Century Small Cap Value R6 Mutual Fund | — | — | — | $4K | <0.1% |
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