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Original filing (PDF)20251009150856NAL0003690851001
KAMAX INC.
Form 5500
FILING_RECEIVED
KAMAX INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
473
Accounts w/ balance
569
Plan assets (EOY)
$29.3M
Net assets (EOY)
$29.3M
How this plan invests
This plan
8 pooled trusts
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 (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAMAX INC..
Plan sponsor
Name
KAMAX INC.
EIN
84-2136876
Address
1606 STAR BATT DRIVE · ROCHESTER HILLS, MI · 48309
Phone
(248) 813-1386
Industry
Manufacturingsee 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
2025-10-09
Pension benefit codes
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)
3B · Covers self-employed individuals
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS LLC | 13-4078005 | — | ADVISOR | $51K | — |
Investments
28 direct securities · 8 pooled funds· $29.8M(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
$26.4M
28 holdings
Common Collective Trust
$3.4M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2035 Fund - Class Z | — | — | — | $5.3M | 17.9% | |
| Fidelity Advisor Freedom 2030 Fund - Class Z | — | — | — | $4.0M | 13.8% | |
| Fidelity Advisor Freedom 2045 Fund - Class Z | — | — | — | $3.4M | 11.7% | |
| Fidelity Advisor Freedom 2025 Fund - Class Z | — | — | — | $2.4M | 8.2% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.2M | 7.7% | |
| Fidelity Advisor Freedom 2040 Fund - Class Z | — | — | — | $1.9M | 6.5% | |
| Fidelity 500 Index Fund | — | — | — | $1.8M | 6.3% | |
| Fidelity Advisor Freedom 2055 Fund - Class Z | — | — | — | $1.6M | 5.4% | |
| Fidelity Advisor Freedom 2020 Fund - Class Z | — | — | — | $1.3M | 4.3% | |
| Fidelity Advisor Freedom 2050 Fund - Class Z | — | — | — | $1.1M | 3.8% | |
| Fidelity Advisor Freedom 2060 Fund - Class Z | — | — | — | $871K | 3.0% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $659K | 2.2% | |
| Great Gray Trust Putnam Large Cap Value Fund - Class R1 | — | — | — | $452K | 1.5% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $452K | 1.5% | |
| Fidelity Advisor Freedom 2065 Fund - Class Z | — | — | — | $452K | 1.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $325K | 1.1% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $320K | 1.1% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $141K | 0.5% | |
| JPMorgan Income Fund Class R6 | — | — | — | $137K | 0.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $130K | 0.4% | |
| Fidelity Government Money Market Fund | — | — | — | $117K | 0.4% | |
| T. Rowe Price Balanced Fund - Class I | — | — | — | $113K | 0.4% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $90K | 0.3% | |
| Lord Abbert Short Duration Income R5 | — | — | — | $74K | 0.3% | |
| MFS Mid Cap Value Fund - Class R4 | — | — | — | $65K | 0.2% | |
| SMALL CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $60K | 0.2% | |
| Eaton Vance Income Fund of Boston - Class I | — | — | — | $58K | 0.2% | |
| Great Gray Trust GG Emerging Markets II Fund - Class R1 | — | — | — | $49K | 0.2% | |
| GG EMERG MKTS II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $49K | 0.2% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $42K | 0.1% | |
| American Century One Choice Portfolio - Aggressive Investor Class | — | — | — | $31K | 0.1% | |
| Fidelity Advisor Freedom 2015 Fund - Class Z | — | — | — | $23K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund - Class I | — | — | — | $16K | <0.1% | |
| JPMorgan Core Bond Fund - Class I | — | — | — | $7K | <0.1% | |
| American Century One Choice Portfolio - CONSV INV | — | — | — | $5K | <0.1% | |
| Fidelity Advisor Freedom 2070 Fund - Class Z | — | — | — | $5K | <0.1% |
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