Original filing (PDF)20241030114349NAL0000388835001

K-M INDUSTRIES HOLDING CO., INC.

Name: K-M INDUSTRIES HOLDING CO., INC. — K-M INDUSTRIES HOLDING CO., INC. EMPLOYEE RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: K-M INDUSTRIES HOLDING CO., INC.

Form 5500

FILING_RECEIVED

K-M INDUSTRIES HOLDING CO., INC. EMPLOYEE RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K-M INDUSTRIES HOLDING CO., INC..

Plan sponsor

Name

K-M INDUSTRIES HOLDING CO., INC.

EIN

94-1230192

Address

987 COMMERCIAL STREET · SAN CARLOS, CA · 95125

Phone

(650) 610-4187

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-07

Filed

2024-10-30

Pension benefit codes

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

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$62K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROYAL ALLIANCE ASSOCIATES INC	93-0987232	—	ADVISOR	$26K	—

Investments

1 pooled fund· $0

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.