Original filing (PDF)20250701105648NAL0012067857001

KERI SYSTEMS, INC.

Name: KERI SYSTEMS, INC. — KERI SYSTEMS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: KERI SYSTEMS, INC.

Form 5500-SF

FILING_RECEIVED

KERI SYSTEMS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

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 KERI SYSTEMS, INC..

Plan sponsor

Name

KERI SYSTEMS, INC.

EIN

94-3117805

Address

302 ENZO DRIVE, SUITE190 · SAN JOSE, CA · 95138

Phone

(408) 435-8400

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

2025-07-01

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)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

MISSION CONTROLS COMPANY, INC.

MISSION CONTROLS COMPANY, INC 401(K) PROFIT SHARING PLAN & TRUST

$4.9M · 14 participants

JFW INDUSTRIES, INC.

JFW INDUSTRIES, INC. 401(K) PLAN AND TRUST

$4.9M · 58 participants

CLARY CORPORATION

CLARY CORPORATION 401K PLAN

$4.9M · 49 participants

BUEHLER MOTOR, INC.

BUEHLER MOTOR, INC EMPLOYEE RETIREMENT SECURITY ACCOUNT

$4.9M · 19 participants

CO-AX TECHNOLOGY

CO-AX TECHNOLOGY, INC. 401(K) PLAN

$4.9M · 181 participants