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Original filing (PDF)20250917140652NAL0000723570001
KAI USA LTD
Form 5500
FILING_RECEIVED
KAI USA, LTD. 401(K) PLAN
401(k) retirement plan
Active participants
277
Accounts w/ balance
190
Plan assets (EOY)
$24.0M
Net assets (EOY)
$24.0M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Participation health
80
Knocking points off
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KAI USA LTD.
Plan sponsor
Name
KAI USA LTD
EIN
93-0687500
Address
18600 SW TETON AVE. · TUALATIN, OR · 97062
Phone
(503) 682-1966
Industry
Manufacturingsee 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
2025-09-17
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MAGINNIS AND CAREY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
36 direct securities· $24.0M(100% of reported assets)
Uncategorized
$22.4M
35 holdings
Mutual Funds
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth K a | — | — | — | $3.2M | 13.4% | |
| Money Market Funds * Fidelity Government Money Market Portfolio K a | — | — | — | $2.9M | 12.0% | |
| Fidelity Balanced K a | — | — | — | $2.0M | 8.3% | |
| Fidelity Freedom 2030 K a | — | — | — | $1.8M | 7.6% | |
| American Beacon Large Cap Value Y a | Mutual Funds | — | — | $1.6M | 6.8% | |
| Fidelity 500 Index a | — | — | — | $1.5M | 6.3% | |
| Fidelity Freedom 2040 K a | — | — | — | $1.3M | 5.4% | |
| Fidelity Freedom 2035 K a | — | — | — | $995K | 4.1% | |
| Fidelity Diversified International K a | — | — | — | $978K | 4.1% | |
| Fidelity Freedom 2050 K a | — | — | — | $908K | 3.8% | |
| Fidelity Select Technology a | — | — | — | $900K | 3.8% | |
| Fidelity Freedom 2045 K a | — | — | — | $822K | 3.4% | |
| Fidelity Freedom 2015 K a 519 * Fidelity Freedom 2020 K a | — | — | — | $527K | 2.2% | |
| Fidelity US Bond Index a | — | — | — | $486K | 2.0% | |
| Fidelity Freedom Total Bond a | — | — | — | $465K | 1.9% | |
| Fidelity Freedom 2055 K a | — | — | — | $448K | 1.9% | |
| annum, maximum five year term from date of issue $-0- | — | — | — | $396K | 1.6% | |
| Fidelity Select Healthcare a | — | — | — | $307K | 1.3% | |
| Fidelity Freedom 2025 K a | — | — | — | $278K | 1.2% | |
| Fidelity Select Utilities a | — | — | — | $278K | 1.2% | |
| Fidelity Small Cap Growth a | — | — | — | $267K | 1.1% | |
| Fidelity Select Financials a | — | — | — | $226K | 0.9% | |
| Fidelity Freedom 2060 K a | — | — | — | $224K | 0.9% | |
| Fidelity Mid Cap Index a | — | — | — | $214K | 0.9% | |
| Artisan Mid Cap Adv a | — | — | — | $173K | 0.7% | |
| Fidelity Select Consumer Discretionary a | — | — | — | $133K | 0.6% | |
| Fidelity Select Industrials a | — | — | — | $121K | 0.5% | |
| Fidelity Inflation-Protected Bond Index a | — | — | — | $118K | 0.5% | |
| Fidelity Emerging Markets K a | — | — | — | $107K | 0.4% | |
| Glenmede Small Cap Equity Is a | — | — | — | $82K | 0.3% | |
| Fidelity Freedom Income K a | — | — | — | $81K | 0.3% | |
| Fidelity Freedom 2010 K a | — | — | — | $79K | 0.3% | |
| Fidelity Select Energy a | — | — | — | $16K | <0.1% | |
| Fidelity Freedom 2065 K a | — | — | — | $14K | <0.1% | |
| Cohen & Steers Realty a | — | — | — | $3K | <0.1% | |
| Fidelity Small Cap Index a | — | — | — | $1K | <0.1% |
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