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Original filing (PDF)20251001060957NAL0013835648001
KOOL RUNNINGS LLC
Form 5500
FILING_RECEIVED
KOOL RUNNINGS LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
48% in single holding
Active participants
84
Accounts w/ balance
82
Plan assets (EOY)
$341K
Net assets (EOY)
$341K
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
76
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mutual Fund" is 48% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOOL RUNNINGS LLC.
Plan sponsor
Name
KOOL RUNNINGS LLC
EIN
84-1978175
Address
2223 FINCH CIRCLE · SAN JACINTO, CA · 92582
Phone
(909) 544-3008
Industry
Transportation & Warehousingsee 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
2025-10-01
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CJ CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
7 direct securities· $311K(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mutual Fund | — | — | — | $149K | 43.7% | |
| Vanguard Total Intl Stock Mutual Fund | — | — | — | $89K | 25.9% | |
| Vanguard Total Bond Mutual Fund | — | — | — | $27K | 7.9% | |
| Vanguard Real Estate Mutual Fund | — | — | — | $25K | 7.4% | |
| Vanguard Total Intl Bond Mutual Fund | — | — | — | $12K | 3.5% | |
| Notes receivable from participants Bearing interest at - | — | — | — | $8K | 2.3% | |
| Vanguard Short-Term Infl-Prot Mutual Fund | — | — | — | $1K | 0.3% |
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