How big is Kelso Industries, LLC's plan?

Kelso Industries, LLC's plan reported $36.9M in assets and 2,103 participants for 2024.

Original filing (PDF)20251015163920NAL0002647363001

Kelso Industries, LLC

Name: Kelso Industries, LLC — Kelso Industries, LLC 401(k), Form 5500 (2024)
Creator: Kelso Industries, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kelso Industries, LLC 401(k) Plan

401(k) retirement plan · Kelso Industries, LLC's Kelso Industries, LLC 401(k) Plan held $36.9M in plan assets for 2,103 participants in 2024, with Principal as recordkeeper.

Signals · 1

Late participant contributions

Active participants

2,103

Accounts w/ balance

424

Plan assets (EOY)

$36.9M

Net assets (EOY)

$36.9M

People on this filing

Victoria Johnson signed Kelso Industries, LLC's 2024 Form 5500 as plan administrator.

Victoria Johnson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kelso Industries, LLC's EIN is 87-0914808.

EIN 87-0914808

Plan number 001

Plan year 2024

ACK ID 20251015163920NAL0002647363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelso Industries, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelso Industries, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELSO INDUSTRIES, LLC.

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How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 504K (20% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (8th percentile).

Plan sponsor

Name

KELSO INDUSTRIES, LLC

EIN

all filings

Address

13893 S MINUTEMAN DR, STE 180 · DRAPER, UT · 84020

Phone

(801) 232-9476

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

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)

3C · Not intended to be qualified

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$72K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISORY	$0	—

Investments

21 direct securities· $36.6M(99% of reported assets)

Mutual Funds

$34.2M

13 holdings

Common Collective Trusts

$1.7M

4 holdings

Bonds / Notes

$623K

1 holding

Common Stocks

$110K

1 holding

Other securities

$15K

2 holdings

					% of plan
Fidelity Investments Fidelity Freedom Index 2035 Fund	Mutual Funds	—	—	$6.8M	18.5%
Fidelity Investments Fidelity Freedom Index 2030 Fund	Mutual Funds	—	—	$6.1M	16.6%
Fidelity Investments Fidelity Freedom Index 2040 Fund	Mutual Funds	—	—	$5.6M	15.3%
Fidelity Investments Fidelity Freedom Index 2045 Fund	Mutual Funds	—	—	$4.2M	11.3%
Fidelity Investments Fidelity Freedom Index 2050 Fund	Mutual Funds	—	—	$3.7M	10.0%
Fidelity Investments Fidelity Freedom Index 2025 Fund	Mutual Funds	—	—	$3.1M	8.4%
Fidelity Investments Fidelity Freedom Index 2055 Fund	Mutual Funds	—	—	$2.0M	5.4%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.0M	2.8%
Fidelity Investments Fidelity Freedom Index 2060 Fund	Mutual Funds	—	—	$980K	2.7%
Fidelity Investments Fidelity Freedom Index 2065 Fund	Mutual Funds	—	—	$710K	1.9%
Notes receivable from participants Participant loans, maturing through 2028 at interest rates of 3.24%–9.50% -0-	Bonds / Notes	—	—	$623K	1.7%
Fidelity Investments Fidelity Freedom Index 2020 Fund	Mutual Funds	—	—	$499K	1.4%
Fidelity Investments Fidelity Freedom Index 2010 Fund	Mutual Funds	—	—	$404K	1.1%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$310K	0.8%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$201K	0.5%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$134K	0.4%
PGIM Investments, Inc. PGIM Total Return Bond Fund	Common Stocks	—	—	$110K	0.3%
Fidelity Investments Fidelity Freedom Index 2015 Fund	Mutual Funds	—	—	$74K	0.2%
Principal Investments Guaranteed Income Account	Other securities	—	—	$8K	<0.1%
(E)	Other securities	—	—	$8K	<0.1%
Fidelity Investments Fidelity Freedom Index Income Fund	Mutual Funds	—	—	$3K	<0.1%