Original filing (PDF)20251010110347NAL0007563281001

KWEST HOLDINGS, INC.

Name: KWEST HOLDINGS, INC. — KWEST HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: KWEST HOLDINGS, INC.

Form 5500

FILING_RECEIVED

KWEST HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

78% in single holdingNo recordkeeper disclosed

Active participants

263

Accounts w/ balance

283

Plan assets (EOY)

$8.2M

Net assets (EOY)

-$64.9M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KWEST HOLDINGS, INC..

Plan sponsor

Name

KWEST HOLDINGS, INC.

EIN

84-3974050

Address

8305 FREMONT PIKE · PERRYSBURG, OH · 43551

Phone

(419) 460-5036

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2P · Leveraged ESOP

2I · Stock bonus

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $8.2M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Unallocated - 194,678 Shares	—	—	$72.0M	$6.4M	77.9%
	Allocated - 55,322 Shares	—	—	$20.5M	$1.8M	22.1%

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