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Original filing (PDF)20231016185049NAL0077783490001
KUUBIX GLOBAL LLC
Form 5500
FILING_RECEIVED
KUUBIX GLOBAL LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~187 bps in Sched C feesNo recordkeeper disclosed
Active participants
173
Accounts w/ balance
87
Plan assets (EOY)
$676K
Net assets (EOY)
$676K
How this plan invests
This plan
27 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KUUBIX GLOBAL LLC.
Plan sponsor
Name
KUUBIX GLOBAL LLC
EIN
86-2744996
Address
7401 SUNNYVIEW AVENUE · VISALIA, CA · 93291
Phone
(559) 901-1061
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLTHOUSE, CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $13K | — |
Investments
27 pooled funds· $590K(87% 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.
Common Collective Trust
$532K
11 holdings
Pooled Separate Account
$58K
16 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | $200K | 29.5% |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-0266447 / PN 574 | Common Collective Trust | $99K | 14.6% |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | $59K | 8.7% |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-0266447 / PN 574 | Common Collective Trust | $51K | 7.6% |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-0266447 / PN 574 | Common Collective Trust | $40K | 5.9% |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-0266447 / PN 574 | Common Collective Trust | $27K | 4.0% |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | $23K | 3.4% |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | $22K | 3.3% |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0420127 / PN 290 | Pooled Separate Account | $21K | 3.1% |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | $10K | 1.4% |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6475740 / PN 004 | Common Collective Trust | $7K | 1.1% |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0420127 / PN 290 | Pooled Separate Account | $6K | 0.9% |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0420127 / PN 290 | Pooled Separate Account | $5K | 0.8% |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-0266447 / PN 574 | Common Collective Trust | $5K | 0.7% |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0420127 / PN 290 | Pooled Separate Account | $4K | 0.6% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0420127 / PN 290 | Pooled Separate Account | $4K | 0.6% |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0420127 / PN 290 | Pooled Separate Account | $3K | 0.4% |
| PRIN REAL ESTATE SECS SA- PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | $3K | 0.4% |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0420127 / PN 290 | Pooled Separate Account | $975 | 0.1% |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $934 | 0.1% |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | $478 | <0.1% |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0420127 / PN 290 | Pooled Separate Account | $144 | <0.1% |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0420127 / PN 290 | Pooled Separate Account | $0 | <0.1% |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0420127 / PN 290 | Pooled Separate Account | $0 | <0.1% |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0420127 / PN 290 | Pooled Separate Account | $0 | <0.1% |
| PRIN LIFETIME HYBR 2010 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 001 | Common Collective Trust | $0 | <0.1% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0420127 / PN 290 | Pooled Separate Account | $0 | <0.1% |
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