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Original filing (PDF)20251001111438NAL0014168432001
THE KINTETSU RETIREMENT PLAN BOARD
Form 5500
FILING_RECEIVED
KINTETSU RETIREMENT PLAN
401(k) retirement plan
Active participants
144
Accounts w/ balance
219
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 62% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE KINTETSU RETIREMENT PLAN BOARD.
Plan sponsor
Name
THE KINTETSU RETIREMENT PLAN BOARD
EIN
84-3609963
Address
21241 S. WESTERN AVENUE, SUITE 100 · TORRANCE, CA · 90501
Phone
(844) 367-2848
Industry
Transportation & Warehousingsee all
Plan administrator
Name
PENTEGRA
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WINDES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $26K | — |
| PENTEGRA SERVICES, INC. | 13-3745616 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSET PLANNING AND PROTECTION LLC | 46-3906738 | — | INVESTMENT ADVISORY - PL | $40K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVMT ADVISORY-PLAN | $9K | — |
Investments
37 direct securities · 1 pooled fund· $16.6M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$14.6M
37 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Stable Value Core Option Investment Contract | — | — | — | $3.0M | 17.6% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455691 / PN 001 | Common Collective Trust | — | — | $1.9M | 11.5% | |
| PGIM Total Return Bond R6 Mutual Fund | — | — | — | $1.6M | 9.3% | |
| JPMorgan Equity Income R6 Mutual Fund | — | — | — | $1.4M | 8.2% | |
| Fidelity International Index Mutual Fund | — | — | — | $1.3M | 7.7% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $1.1M | 6.7% | |
| BlackRock Mid-Cap Growth Equity Instl Mutual Fund | — | — | — | $744K | 4.4% | |
| Fidelity Freedom Index 2035 Instl Prem Mutual Fund | — | — | — | $702K | 4.2% | |
| Fidelity Freedom Index 2020 Instl Prem Mutual Fund | — | — | — | $540K | 3.2% | |
| Fidelity Freedom Index 2040 Instl Prem Mutual Fund | — | — | — | $471K | 2.8% | |
| Fidelity Freedom Index 2030 Instl Prem Mutual Fund | — | — | — | $411K | 2.5% | |
| Fidelity Freedom Index 2025 Instl Prem Mutual Fund | — | — | — | $329K | 2.0% | |
| Fidelity Freedom Index 2045 Instl Prem Mutual Fund | — | — | — | $321K | 1.9% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $299K | 1.8% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $280K | 1.7% | |
| Fidelity Freedom Index 2050 Instl Prem Mutual Fund | — | — | — | $271K | 1.6% | |
| Putnam Small Cap Growth R6 Mutual Fund | — | — | — | $261K | 1.6% | |
| Fidelity Freedom Index 2015 Instl Prem Mutual Fund | — | — | — | $252K | 1.5% | |
| Fidelity Freedom Index 2055 Instl Prem Mutual Fund | — | — | — | $251K | 1.5% | |
| DFA Inflation-Protected Securities I Mutual Fund | — | — | — | $189K | 1.1% | |
| Fidelity Freedom Index 2060 Instl Prem Mutual Fund | — | — | — | $185K | 1.1% | |
| Goldman Sachs US Equity Insights Instl Mutual Fund | — | — | — | $172K | 1.0% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | — | — | — | $103K | 0.6% | |
| PGIM High Yield R6 Mutual Fund | — | — | — | $81K | 0.5% | |
| DFA Real Estate Securities I Mutual Fund | — | — | — | $79K | 0.5% | |
| MFS International Growth R6 Mutual Fund | — | — | — | $73K | 0.4% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $68K | 0.4% | |
| T. Rowe Price Global Multi-Sector Bd Adv Mutual Fund | — | — | — | $59K | 0.4% | |
| Fidelity Freedom Index Inc Instl Prem Mutual Fund | — | — | — | $40K | 0.2% | |
| Vanguard LifeStrategy Income Inv Mutual Fund | — | — | — | $40K | 0.2% | |
| Vanguard LifeStrategy Cnsrv Gr Inv Mutual Fund | — | — | — | $39K | 0.2% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $38K | 0.2% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $25K | 0.1% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $16K | <0.1% | |
| Fidelity Freedom Index 2065 Instl Prem Mutual Fund | — | — | — | $10K | <0.1% | |
| Fidelity Freedom Index 2010 Instl Prem Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Moderate Gr Inv Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard LifeStrategy Growth Inv Mutual Fund | — | — | — | $2K | <0.1% |
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