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Original filing (PDF)20251015052858NAL0008292450001
KMM TELECOMMUNICATIONS
Form 5500
FILING_RECEIVED
KMM RETIREMENT PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
134
Accounts w/ balance
173
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "BLACKROCK 60 40 TARGET ALLOC I" is 31% of plan.
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KMM TELECOMMUNICATIONS.
Plan sponsor
Name
KMM TELECOMMUNICATIONS
EIN
93-1088391
Address
1900 LAKEWAY DR., STE 100 · LEWISVILLE, TX · 75057
Phone
(816) 506-6027
Industry
Wholesale Tradesee 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
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DORFMAN ABRAMS MUSIC LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONEHILL FIDCUCIARY MANAGEMENT | 45-5608425 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
Investments
24 direct securities · 1 pooled fund· $8.5M(98% 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.
Registered Investment Companies
$8.1M
24 holdings
Common Collective Trust
$329K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK 60 40 TARGET ALLOC I | Registered Investment Companies | — | — | $2.6M | 30.1% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $811K | 9.4% | |
| AB LARGE CAP GROWTH I | Registered Investment Companies | — | — | $717K | 8.3% | |
| JAN HENDERSON GL LIFE SCI A | Registered Investment Companies | — | — | $539K | 6.2% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $516K | 6.0% | |
| BNYM STRATEGIC VALUE FUND Y | Registered Investment Companies | — | — | $480K | 5.6% | |
| ALGER GROWTH AND INCOME Z | Registered Investment Companies | — | — | $421K | 4.9% | |
| AMERICAN FUNDS NEW PERSPECT R5 | Registered Investment Companies | — | — | $398K | 4.6% | |
| FEDERATED CAPITAL PRESERV -ISP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $329K | 3.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $298K | 3.4% | |
| VANGUARD INT TERM TREAS - ADM | Registered Investment Companies | — | — | $246K | 2.8% | |
| EATON VANCE INCOME BOSTON - I | Registered Investment Companies | — | — | $213K | 2.5% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $150K | 1.7% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $148K | 1.7% | |
| HARBOR SMALL CAP GROWTH RETIRE | Registered Investment Companies | — | — | $110K | 1.3% | |
| JPMORGAN US SMALL COMPANY L | Registered Investment Companies | — | — | $91K | 1.1% | |
| FIDELITY MID CAP STOCK K6 FUND | Registered Investment Companies | — | — | $85K | 1.0% | |
| TRP GLOBAL MULTI SECT BD I | Registered Investment Companies | — | — | $71K | 0.8% | |
| BLACKROCK CHINA A OPPS K | Registered Investment Companies | — | — | $63K | 0.7% | |
| INVESCO EQV ASIA PACIFIC EQ R6 | Registered Investment Companies | — | — | $55K | 0.6% | |
| BLK EMERGING MARKET INST | Registered Investment Companies | — | — | $49K | 0.6% | |
| MFS GLOBAL REAL ESTATE R6 | Registered Investment Companies | — | — | $35K | 0.4% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $25K | 0.3% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $13K | 0.2% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $4K | <0.1% |
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