How big is KAYE-Smith Enterprises, Inc.'s plan?

KAYE-Smith Enterprises, Inc.'s plan reported $18.6M in assets and 171 participants for 2024.

Original filing (PDF)20251010170109NAL0008508737001

KAYE-Smith Enterprises, Inc.

Name: KAYE-Smith Enterprises, Inc. — KAYE-Smith Enterprise, Form 5500 (2024)
Creator: KAYE-Smith Enterprises, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

KAYE-Smith Enterprises 401(k) Retirement Savings Plan & Trust

401(k) retirement plan · KAYE-Smith Enterprises, Inc.'s KAYE-Smith Enterprises 401(k) Retirement Savings Plan & Trust held $18.6M in plan assets for 171 participants in 2024, with John Hancock as recordkeeper.

Active participants

171

Accounts w/ balance

175

Plan assets (EOY)

$18.6M

Net assets (EOY)

$18.6M

Plan identifiers

KAYE-Smith Enterprises, Inc.'s EIN is 93-0523003.

EIN 93-0523003

Plan number 001

Plan year 2024

ACK ID 20251010170109NAL0008508737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KAYE-Smith Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KAYE-Smith Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

37 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

KAYE-SMITH ENTERPRISES, INC.

EIN

all filings

Address

700 112TH AVENUE N.E. · BELLEVUE, WA · 98004

Phone

(425) 455-0923

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

SWEENEY CONRAD, PS

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RECORDKEEPER	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENSLER, LLC	71-1004774	BELLEVUE, WA	INVESTMENT ADVISOR	$18K	—

Investments

37 direct securities· $18.5M(100% of reported assets)

Other securities

$8.9M

19 holdings

Common Collective Trusts

$6.8M

11 holdings

Mutual Funds

$2.7M

6 holdings

Stable Value

$134K

1 holding

					% of plan
Vanguard Information Technology Index Fund Mutual fund	Common Collective Trusts	—	—	$4.2M	22.5%
Funds II Multimanager Lifestyle Growth Fund Mutual fund	Other securities	—	—	$3.2M	17.0%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$1.9M	10.4%
JP Morgan Large Cap Growth Fund Mutual fund	Other securities	—	—	$1.8M	9.9%
American Funds American Balanced Fund Mutual fund	Mutual Funds	—	—	$1.8M	9.9%
Funds II Multimanager Lifestyle Aggressive Fund Mutual fund	Other securities	—	—	$1.4M	7.8%
Invesco Discovery Mid Cap Growth Fund Mutual fund 924 * John Hancock Life Insurance Company U.S.A. Guaranteed interest account	Mutual Funds	—	—	$591K	3.2%
Funds II Multimanager Lifestyle Moderate Fund Mutual fund	Other securities	—	—	$474K	2.6%
T. Rowe Price Retirement 2035 Fund Mutual fund	Other securities	—	—	$307K	1.7%
Vanguard Total Stock Market Index Fund Mutual fund	Common Collective Trusts	—	—	$281K	1.5%
T. Rowe Price Retirement 2025 Fund Mutual fund	Other securities	—	—	$279K	1.5%
Funds II Multimanager Lifestyle Conservative Fund Mutual fund	Other securities	—	—	$260K	1.4%
T. Rowe Price Retirement 2030 Fund Mutual fund	Other securities	—	—	$258K	1.4%
T. Rowe Price Retirement 2040 Fund Mutual fund	Other securities	—	—	$209K	1.1%
Fidelity Advisor Total Bond Fund Mutual fund	Mutual Funds	—	—	$151K	0.8%
Fidelity Large Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$142K	0.8%
T. Rowe Price Retirement 2060 Fund Mutual fund	Other securities	—	—	$142K	0.8%
T. Rowe Price Retirement 2055 Fund Mutual fund	Other securities	—	—	$138K	0.7%
Stable Value Guaranteed Income Fund * Notes Receivable from Participants Mature through 2028, with	Stable Value	—	—	$134K	0.7%
Amer Beacon Intl Equity R6 Mutual fund	Other securities	—	—	$112K	0.6%
Vanguard Total International Stock Index Fund Mutual fund	Common Collective Trusts	—	—	$100K	0.5%
Fidelity Advisor International Growth Fund Mutual fund	Mutual Funds	—	—	$98K	0.5%
T. Rowe Price Retirement 2050 Fund Mutual fund	Other securities	—	—	$70K	0.4%
Vanguard Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$52K	0.3%
Vanguard Mid-Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$51K	0.3%
T. Rowe Price Retirement 2010 Fund Mutual fund	Other securities	—	—	$45K	0.2%
Vanguard Small Cap Growth Fund Mutual fund	Mutual Funds	—	—	$44K	0.2%
T. Rowe Price Retirement 2045 Fund Mutual fund	Other securities	—	—	$41K	0.2%
Fidelity Large Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$41K	0.2%
T. Rowe Price Inflation Protected Bond Fund Mutual fund	Other securities	—	—	$41K	0.2%
Baron Small Cap Fund R6 Mutual fund	Other securities	—	—	$32K	0.2%
Vanguard Health Care Index Fund Mutual fund	Common Collective Trusts	—	—	$28K	0.1%
Neuberger Berman Real Estate Fund Mutual fund	Other securities	—	—	$18K	<0.1%
MFS High Income Fund Mutual fund	Mutual Funds	—	—	$16K	<0.1%
Vanguard Small Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$6K	<0.1%
Fidelity Sm Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$5K	<0.1%
T. Rowe Price Retirement 2065 Fund Mutual fund	Other securities	—	—	$4K	<0.1%