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Original filing (PDF)20250829153836NAL0006215379001
KYOCERA DOCUMENT SOLUTIONS AMERICA, INC.
Form 5500
FILING_RECEIVED
KDA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
665
Accounts w/ balance
751
Plan assets (EOY)
$164.2M
Net assets (EOY)
$164.2M
How this plan invests
This plan
19 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KYOCERA DOCUMENT SOLUTIONS AMERICA, INC..
Plan sponsor
Name
KYOCERA DOCUMENT SOLUTIONS AMERICA, INC.
EIN
95-2819506
Address
P.O. BOX 40008, 225 SAND ROAD · FAIRFIELD, NJ · 070040008
Phone
(973) 934-8785
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $48K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $36K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $335 | — |
Investments
17 direct securities · 19 pooled funds· $164.1M(100% 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.
Common Collective Trust
$108.7M
19 holdings
Uncategorized
$55.4M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $21.2M | 12.9% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $19.7M | 12.0% | |
| T. ROWE PRICE GROWTH STOCK TR T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $18.7M | 11.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $15.1M | 9.2% | |
| Vanguard Info Tech Index Adm | — | — | — | $13.4M | 8.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $8.8M | 5.4% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $7.7M | 4.7% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $7.3M | 4.4% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $6.8M | 4.2% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.5M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.2M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.2M | 2.5% | |
| T. Rowe Price Mid-Cap Value Fund | — | — | — | $4.0M | 2.4% | |
| T. Rowe Price Balanced Fund | — | — | — | $3.5M | 2.2% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.4M | 2.1% | |
| PGIM Total Return Bond Fund | — | — | — | $2.7M | 1.6% | |
| T. Rowe Price Small-Cap Value Fund | — | — | — | $2.6M | 1.6% | |
| MFS LARGE CAP VAL CIT CL CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $2.4M | 1.5% | |
| Schwab Self-directed Brokerage | — | — | — | $1.8M | 1.1% | |
| GREAT GRAY TR EUROPAC GRWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.0% | |
| Notes receivable from participants | — | — | — | $1.4M | 0.9% | |
| DFA Emerging Market Sm Cap Inst | — | — | — | $1.1M | 0.7% | |
| Fidelity Total International Index Fund | — | — | — | $879K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $844K | 0.5% | |
| Fidelity Mid-Cap Index Fund | — | — | — | $783K | 0.5% | |
| Fidelity US Bond Index Fund | — | — | — | $725K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $712K | 0.4% | |
| Fidelity Small-Cap Index Fund | — | — | — | $627K | 0.4% | |
| PGIM Real Assets Fund | — | — | — | $620K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $594K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $532K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $466K | 0.3% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $144K | <0.1% | |
| Principal Small-Cap Growth I R6 | — | — | — | $51K | <0.1% | |
| T. Rowe Price Government Fund I | — | — | — | $12K | <0.1% | |
| T. Rowe Price Government Fund | — | — | — | $4K | <0.1% |
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