Original filing (PDF)20251015131647NAL0002350643001

KUECKER PULSE INTEGRATION L.P.

Name: KUECKER PULSE INTEGRATION L.P. — KPI 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: KUECKER PULSE INTEGRATION L.P.

Form 5500

FILING_RECEIVED

KPI 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

343

Accounts w/ balance

429

Plan assets (EOY)

$31.2M

Net assets (EOY)

$31.2M

How this plan invests

This plan

1 pooled trust

Schedule D

32 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

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

47 bps in Schedule C fees — 61% above peer band of 29 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KUECKER PULSE INTEGRATION L.P..

Plan sponsor

Name

KUECKER PULSE INTEGRATION L.P.

EIN

87-1039415

Address

801 WEST MARKEY ROAD · KANSAS CITY, MO · 64012

Phone

(844) 574-1010

Industry

Professional & Technical Servicessee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PBMARES, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$35K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING	—	OVERLAND PARK, KS	ADVISOR	$103K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT TRUST COMPANY	27-4411131	—	TRUSTEE	$8K	—

Investments

31 direct securities · 1 pooled fund· $31.2M(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

$30.9M

31 holdings

Common Collective Trust

$324K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Freedom Index 2030 Premier	—	—	—	$4.4M	14.1%
Fidelity Freedom Index 2035 Premier	—	—	—	$3.6M	11.4%
Collective Investment Trusts Manning & Napier Pro Mix Extended Term U	—	—	—	$2.8M	9.1%
ishares S&P 500 Index K	—	—	—	$2.4M	7.6%
Fidelity Freedom Index 2025 Premier	—	—	—	$2.1M	6.9%
Fidelity Freedom Index 2040 Premier	—	—	—	$2.0M	6.3%
Fidelity Freedom Index 2055 Premier	—	—	—	$1.8M	5.7%
Fidelity Freedom Index 2045 Premier	—	—	—	$1.3M	4.2%
Manning & Napier Pro Mix Moderate Term U	—	—	—	$1.1M	3.5%
Fidelity Freedom Index 2050 Premier	—	—	—	$1.1M	3.4%
Fidelity Freedom Index 2060 Premier	—	—	—	$889K	2.8%
Fidelity Large Cap Growth Index	—	—	—	$860K	2.8%
Vanguard Developed Markets Index Admiral	—	—	—	$830K	2.7%
Vanguard Mid Cap Index Admiral	—	—	—	$790K	2.5%
Vanguard Emerging Markets Stock Index	—	—	—	$584K	1.9%
Vanguard Intermediate-Term Bond Index	—	—	—	$580K	1.9%
Manning & Napier Pro Mix Maximum Term U	—	—	—	$451K	1.4%
Vanguard Small Cap Index Admiral	—	—	—	$424K	1.4%
Fidelity Mid Cap Growth Index	—	—	—	$419K	1.3%
Fidelity Freedom Index Income Premier	—	—	—	$414K	1.3%
Fidelity Freedom Index 2065 Premier	—	—	—	$385K	1.2%
METLIFE STBLE VAL FUND SERIES 25053 RELIANCE TRUST COMPANY STABLE VALUE FUND CIT, SERIES 25053 · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$324K	1.0%
Fidelity Small Cap Value Index	—	—	—	$296K	0.9%
Vanguard Real Estate Index Admiral	—	—	—	$265K	0.8%
Fidelity Large Cap Value Index	—	—	—	$260K	0.8%
and Description of Investment Cost** Value Mutual Funds D F A Inflation-Protected Securities	—	—	—	$231K	0.7%
and Description of Investment Cost** Value Participant Loans * 5.25% – 9.50%; maturing through 2031	—	—	—	$210K	0.7%
Vanguard FTSE All World ex-US Small Capital Index	—	—	—	$169K	0.5%
Fidelity Small Cap Growth Index	—	—	—	$148K	0.5%
Fidelity Freedom Index 2020	—	—	—	$80K	0.3%
Fidelity Mid Cap Value Index	—	—	—	$61K	0.2%
F A Intermediate Govt Fixed-Income I	—	—	—	$21K	<0.1%