Original filing (PDF)20251015135823NAL0006497184001

KPRS CONSTRUCTION

Name: KPRS CONSTRUCTION — KPRS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KPRS CONSTRUCTION

Form 5500

FILING_RECEIVED

KPRS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

330

Accounts w/ balance

402

Plan assets (EOY)

$31.4M

Net assets (EOY)

$31.4M

How this plan invests

This plan

38 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

100

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KPRS CONSTRUCTION.

Plan sponsor

Name

KPRS CONSTRUCTION

EIN

88-0342881

Address

5100 E HUNTER AVE. · ANAHEIM, CA · 92807

Phone

(714) 672-0800

Industry

Constructionsee 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

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

WDC & ASSOCIATES, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ACCELERATE RETIREMENT	92-2678185	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$98K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CROSSPLANS	20-4536537	—	OTHER SERVICES	$0	—

Investments

38 direct securities· $30.7M(98% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
FIDELITY INVESTMENTS FIDELITY ADV AST MGR 70% Z	—	—	—	$3.9M	12.3%
NUVEEN ASSET MANAGEMENT NUVEEN LIFECYCL INDEX 2025 R6	—	—	—	$3.1M	9.8%
AMERICAN FUNDS AMER FUNDS AMER BAL R6 FD	—	—	—	$2.7M	8.5%
FIDELITY INVESTMENTS FIDELITY 500 INDEX FUND	—	—	—	$2.0M	6.3%
NUVEEN ASSET MANAGEMENT NUVEEN LIFECYCL INDEX 2030 R6	—	—	—	$1.8M	5.8%
NUVEEN ASSET MANAGEMENT NUVEEN LIFECYCL INDEX 2035 R6	—	—	—	$1.7M	5.4%
FIDELITY INVESTMENTS FIDELITY ADV AST MGR 85% Z	—	—	—	$1.6M	4.9%
NUVEEN ASSET MANAGEMENT NUVEEN LIFECYCL INDEX 2050 INS	—	—	—	$1.5M	4.9%
NUVEEN ASSET MANAGEMENT NUVEEN LIFECYCL INDEX 2060 R6	—	—	—	$1.5M	4.6%
JP MORGAN FUNDS JP MORGAN LARGE CAP GR R6 FD	—	—	—	$1.1M	3.7%
PRINCIPAL LIFE INSURANCE COMPANY PRIN FIXED INC GUAR OPTION	—	—	—	$1.1M	3.6%
NUVEEN ASSET MANAGEMENT NUVEEN LIFECYCL INDEX 2045 R6	—	—	—	$973K	3.1%
NUVEEN ASSET MANAGEMENT NUVEEN LIFECYCL INDEX 2055 R6	—	—	—	$967K	3.1%
FIDELITY INVESTMENTS FIDELITY ADV AST MGR 40% Z	—	—	—	$646K	2.1%
PARTICIPANT LOANS -	—	—	—	$626K	2.0%
FIDELITY INVESTMENTS FIDELITY ADV AST MGR 20% Z	—	—	—	$589K	1.9%
FRANKLIN TEMPLETON INVESTMENTS FRANKLIN UTILITIES R6 FUND	—	—	—	$458K	1.5%
FIDELITY INVESTMENTS FIDELITY ADVISR INTRNL GR Z FD	—	—	—	$430K	1.4%
NUVEEN ASSET MANAGEMENT NUVEEN LIFECYCL INDEX 2020 R6	—	—	—	$422K	1.3%
NUVEEN ASSET MANAGEMENT NUVEEN LIFECYCL INDEX 2040 R6	—	—	—	$403K	1.3%
JOHN HANCOCK JOHN HANCOCK BOND R6 FUND	—	—	—	$399K	1.3%
AMERICAN FUNDS AMERICAN FUNDS NEWWORLD R6	—	—	—	$378K	1.2%
JP MORGAN FUNDS JP MORGAN MID CAP GROWTH R6 FD	—	—	—	$343K	1.1%
MFS INVESTMENT MANAGEMENT MFS VALUE R6 FUND	—	—	—	$340K	1.1%
VANGUARD GROUP VANGUARD SM CAP VAL IDX ADM FD	—	—	—	$248K	0.8%
FIDELITY INVESTMENTS FIDELITY INTERNATIONAL IDX FD	—	—	—	$231K	0.7%
PGIM INVESTMENTS PGIM TOTAL RET BOND R6 FD	—	—	—	$200K	0.6%
FIDELITY INVESTMENTS FIDELITY MID CP INDEX FUND	—	—	—	$198K	0.6%
COHEN & STEERS COHEN & STEERS I REALTY SH FD	—	—	—	$186K	0.6%
PIMCO FUNDS PIM COM REAL RET STRA INSTL FD	—	—	—	$164K	0.5%
HARTFORD MUTUAL FUNDS HART SCHRD INT MLTCP VL SDR FD	—	—	—	$155K	0.5%
VANGUARD GROUP VANGUARD EXPLORER ADMIRAL FUND	—	—	—	$148K	0.5%
FIRST EAGLE FIRST EAGLE GOLD R6 FUND	—	—	—	$140K	0.4%
FIDELITY INVESTMENTS FIDELITY SM CAP INDEX FUND	—	—	—	$80K	0.3%
NUVEEN ASSET MANAGEMENT NUVEEN LIFECYCL INDEX 2065 R6	—	—	—	$66K	0.2%
NUVEEN ASSET MANAGEMENT NUVEEN LIFECYCL INDEX 2015 R6	—	—	—	$46K	0.1%
VANGUARD GROUP VANGUARD SHORT-TERM FED ADM FD	—	—	—	$16K	<0.1%
MFS INVESTMENT MANAGEMENT MFS MID CAP VALUE R6 FUND	—	—	—	$6K	<0.1%