Original filing (PDF)20251005170449NAL0001534067001

Kruse Western Holdings, LLC

Name: Kruse Western Holdings, LLC — Kruse Western, Form 5500 (2024)
Creator: Kruse Western Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kruse Western Holdings, LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · Kruse Western Holdings, LLC's Kruse Western Holdings, LLC 401(k) and Profit Sharing Plan held $13.9M in plan assets for 82 participants in 2024, with Empower as recordkeeper.

Active participants

Accounts w/ balance

177

Plan assets (EOY)

$13.9M

Net assets (EOY)

$13.9M

How this plan invests

This plan

8 pooled trusts

Schedule D

20 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KRUSE WESTERN HOLDINGS, LLC

EIN

all filings

Address

PO BOX 1029 · GOSHEN, CA · 93227

Phone

(559) 302-1022

Industry

Manufacturing

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

2025-10-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$36K	—

Investments

20 direct securities · 8 pooled funds· $14.0M(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.

Mutual Funds

$11.6M

11 holdings

Common Collective Trust

$1.4M

8 holdings

Other securities

$673K

6 holdings

Common Collective Trusts

$238K

3 holdings

					% of plan
Vanguard Target Retirement 2035 Fund Mutual Funds	Mutual Funds	—	—	$3.0M	21.3%
Vanguard Target Retirement 2045 Fund Mutual Funds	Mutual Funds	—	—	$1.9M	13.9%
Vanguard Target Retirement 2030 Fund Mutual Funds	Mutual Funds	—	—	$1.5M	10.5%
Vanguard Target Retirement 2055 Fund Mutual Funds	Mutual Funds	—	—	$1.2M	9.0%
Vanguard Target Retirement 2040 Fund Mutual Funds	Mutual Funds	—	—	$1.0M	7.6%
Vanguard Target Retirement 2050 Fund Mutual Funds	Mutual Funds	—	—	$1.0M	7.5%
GALLIARD STABLE RETURN FUND E WELLS FARGO MUTUAL FUNDS · EIN 52-2250951 / PN 001	Common Collective Trust	—	—	$947K	6.8%
Vanguard Target Retirement 2060 Fund Mutual Funds	Mutual Funds	—	—	$712K	5.1%
Vanguard Target Retirement 2025 Fund Mutual Funds	Mutual Funds	—	—	$435K	3.1%
maturing through November 2037 -0-	Other securities	—	—	$365K	2.6%
Vanguard Target Retirement 2020 Fund Mutual Funds	Mutual Funds	—	—	$352K	2.5%
Vanguard Target Retirement 2065 Fund Mutual Funds	Mutual Funds	—	—	$280K	2.0%
Northern Trust Collective S&P 500 Index Fund - DC - Non- lending - Tier 4 Collective Trust Fund	Common Collective Trusts	—	—	$222K	1.6%
NT COL SANDP 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002	Common Collective Trust	—	—	$222K	1.6%
Vanguard Target Retirement 2070 Fund Mutual Funds	Mutual Funds	—	—	$171K	1.2%
John Hancock Funds Disciplined Value Mid Cap Fund Class I Mutual Funds	Other securities	—	—	$168K	1.2%
Carillon Eagle Mid Cap Growth Fund Class A Mutual Funds	Other securities	—	—	$128K	0.9%
MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781	Common Collective Trust	—	—	$121K	0.9%
GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001	Common Collective Trust	—	—	$116K	0.8%
HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001	Common Collective Trust	—	—	$14K	<0.1%
Northern Trust Extended Equity Market Index Fund - DC - Non- lending- Tier 4 Collective Trust Fund	Common Collective Trusts	—	—	$8K	<0.1%
NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100	Common Collective Trust	—	—	$8K	<0.1%
Northern Trust Collective All Country World Ex-Us Index Fund - DC - Non-lending - Tier 4 Collective Trust Fund	Common Collective Trusts	—	—	$7K	<0.1%
NT ACWI EX US IMI FD DC NL TIER 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 103	Common Collective Trust	—	—	$7K	<0.1%
Macquarie Small Cap Value Fund Mutual Funds	Other securities	—	—	$6K	<0.1%
Loomis Sayles Small Cap Growth Fund Class N Mutual Funds	Other securities	—	—	$5K	<0.1%
PGIM Total Return Bond Fund Mutual Funds	Other securities	—	—	$1K	<0.1%
NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 46-6138589 / PN 088	Common Collective Trust	—	—	$622	<0.1%