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Original filing (PDF)20250829153424NAL0006313411001
KYOCERA DOCUMENT SOLUTIONS AMERICA, INC.
Form 5500
FILING_RECEIVED
KDA DIRECT OPERATIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
695
Accounts w/ balance
564
Plan assets (EOY)
$65.5M
Net assets (EOY)
$65.5M
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 (11 bps vs 16 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
003
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $54K | — |
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $15K | — |
Investments
18 direct securities · 19 pooled funds· $65.7M(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
$53.5M
19 holdings
Uncategorized
$12.2M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $12.9M | 19.8% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $9.8M | 14.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $5.2M | 8.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $4.6M | 7.0% | |
| T. ROWE PRICE GROWTH STOCK TR T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $4.1M | 6.3% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.9M | 6.0% | |
| Fidelity 500 Index Fund | — | — | — | $3.4M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.4M | 5.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.8M | 4.3% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $2.1M | 3.2% | |
| Vanguard Info Tech Index Adm | — | — | — | $2.0M | 3.1% | |
| Notes receivable from participants | — | — | — | $1.2M | 1.9% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.1M | 1.6% | |
| PGIM Total Return Bond Fund | — | — | — | $995K | 1.5% | |
| MFS LARGE CAP VAL CIT CL CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $942K | 1.4% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $848K | 1.3% | |
| T. Rowe Price Mid-Cap Value Fund | — | — | — | $761K | 1.2% | |
| T. Rowe Price Balanced Fund | — | — | — | $668K | 1.0% | |
| T. Rowe Price Small-Cap Value Fund | — | — | — | $552K | 0.8% | |
| GREAT GRAY TR EUROPAC GRWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $550K | 0.8% | |
| Fidelity US Bond Index Fund | — | — | — | $476K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $406K | 0.6% | |
| DFA Emerging Market Sm Cap Inst | — | — | — | $380K | 0.6% | |
| Fidelity Mid-Cap Index Fund | — | — | — | $301K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $296K | 0.5% | |
| Schwab Self-directed Brokerage | — | — | — | $267K | 0.4% | |
| T. Rowe Price Retirement Balance Trust Fund | — | — | — | $238K | 0.4% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $238K | 0.4% | |
| Principal Small-Cap Growth I R6 | — | — | — | $222K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $191K | 0.3% | |
| PGIM Real Assets Fund | — | — | — | $187K | 0.3% | |
| Fidelity Small-Cap Index Fund | — | — | — | $173K | 0.3% | |
| Fidelity Total International Index Fund | — | — | — | $137K | 0.2% | |
| T. Rowe Price Government Fund | — | — | — | $118K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $67K | 0.1% | |
| T. Rowe Price Government Fund I | — | — | — | $21K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% |
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