How big is KTI Inc.'s plan?

KTI Inc.'s plan reported $28.8M in assets and 772 participants for 2024.

Original filing (PDF)20251007124346NAL0002679699001

KTI Inc.

Name: KTI Inc. — KTI Inc. 401(k) Profit Sharing Plan and, Form 5500 (2024)
Creator: KTI Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

KTI Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · KTI Inc.'s KTI Inc. 401(k) Profit Sharing Plan and Trust held $28.8M in plan assets for 772 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

772

Accounts w/ balance

851

Plan assets (EOY)

$28.8M

Net assets (EOY)

$28.8M

People on this filing

Bruce Malkenhorst signed KTI Inc.'s 2024 Form 5500 as plan administrator.

Bruce Malkenhorst — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

KTI Inc.'s EIN is 95-3191821.

EIN 95-3191821

Plan number 004

Plan year 2024

ACK ID 20251007124346NAL0002679699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KTI Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KTI Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 70K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (19th percentile).

Plan sponsor

Name

KTI INC.

EIN

all filings

Address

3009 N LAUREL AVENUE · RIALTO, CA · 92377

Phone

(909) 434-1888

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$104K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL CORPORATION	04-3046611	—	ADVISOR	$50K	—

Investments

41 direct securities· $28.8M(100% of reported assets)

Mutual Funds

$23.8M

33 holdings

Common Collective Trusts

$2.4M

4 holdings

Bonds / Notes

$1.4M

1 holding

Stable Value

$951K

1 holding

Other securities

$171K

2 holdings

					% of plan
Nuveen Lifecycle Index 2045 Inst Mutual Fund N/A	Mutual Funds	—	—	$2.3M	8.1%
Nuveen Lifecycle Index 2025 Inst Mutual Fund N/A	Mutual Funds	—	—	$2.3M	8.1%
Nuveen Lifecycle Index 2030 Inst Mutual Fund N/A	Mutual Funds	—	—	$2.3M	8.0%
Nuveen Lifecycle Index 2040 Inst Mutual Fund N/A	Mutual Funds	—	—	$2.2M	7.6%
Nuveen Lifecycle Index 2050 Inst Mutual Fund N/A	Mutual Funds	—	—	$2.2M	7.5%
Nuveen Lifecycle Index 2035 Inst Mutual Fund N/A	Mutual Funds	—	—	$2.1M	7.2%
American Funds American Balanced R6 Mutual Fund N/A	Mutual Funds	—	—	$2.0M	6.9%
Nuveen Lifecycle Index 2055 Inst Mutual Fund N/A	Mutual Funds	—	—	$1.8M	6.2%
Nuveen Lifecycle Index 2020 Inst Mutual Fund N/A	Mutual Funds	—	—	$1.4M	5.0%
Notes Receivable to Participants Maturing 2025-2031 at interest rates 5.25% -9.50% -	Bonds / Notes	—	—	$1.4M	4.9%
Vanguard Growth Index Adm Mutual Fund N/A	Mutual Funds	—	—	$1.4M	4.7%
Vanguard 500 Index Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$1.3M	4.6%
Transamerica Stable Value Core Account Stable Value Fund	Stable Value	—	—	$951K	3.3%
Nuveen Lifecycle Index 2060 Instl Mutual Fund N/A	Mutual Funds	—	—	$623K	2.2%
Ishares Russell 2000 Small Cap Index K Mutual Fund N/A	Common Collective Trusts	—	—	$574K	2.0%
Vanguard Total Intl Stock Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$559K	1.9%
Vanguard Total Stock Mkt Idx Adm Mutual Fund N/A	Common Collective Trusts	—	—	$427K	1.5%
Vanguard Mid Cap Index Adm Mutual Fund N/A	Mutual Funds	—	—	$423K	1.5%
Vanguard Total Bond Market Index Adm Mutual Fund N/A	Mutual Funds	—	—	$413K	1.4%
Nuveen Lifecycle Index 2065 Instl Mutual Fund N/A	Mutual Funds	—	—	$327K	1.1%
MFS International Equity R6 Mutual Fund N/A	Mutual Funds	—	—	$269K	0.9%
Nuveen Real Estate Sec Retire Mutual Fund N/A	Mutual Funds	—	—	$179K	0.6%
Eaton Vance Atlanta Capital Smid-Cap R6 Mutual Fund N/A	Other securities	—	—	$166K	0.6%
Vanguard Value Index Adm Mutual Fund N/A	Mutual Funds	—	—	$143K	0.5%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund N/A	Common Collective Trusts	—	—	$134K	0.5%
Dodge & Cox Stock I Mutual Fund N/A	Mutual Funds	—	—	$126K	0.4%
Lord Abbett Growth Leaders R6 Mutual Fund N/A	Mutual Funds	—	—	$118K	0.4%
Nuveen Lifecycle Index Ret Inc Inst Mutual Fund N/A	Mutual Funds	—	—	$108K	0.4%
Nuveen Lifecycle Index 2015 inst Mutual Fund N/A	Mutual Funds	—	—	$83K	0.3%
Vanguard US Growth Admiral Mutual Fund N/A	Mutual Funds	—	—	$70K	0.2%
Vanguard High-Yield Corporate Adm Mutual Fund N/A	Mutual Funds	—	—	$69K	0.2%
MFS Mid Cap Value R6 Mutual Fund N/A	Mutual Funds	—	—	$68K	0.2%
American Funds New World R6 Mutual Fund N/A	Mutual Funds	—	—	$59K	0.2%
PIMCO Income Instl Mutual Fund N/A	Mutual Funds	—	—	$57K	0.2%
DFA Commodity Strategy I Mutual Fund N/A	Mutual Funds	—	—	$48K	0.2%
Vanguard Long-Term Investment-Grade Adm Mutual Fund N/A	Mutual Funds	—	—	$31K	0.1%
Invesco Gold & Special Minerals R6 Mutual Fund N/A	Mutual Funds	—	—	$31K	0.1%
Vanguard Windsor II Adm Mutual Fund N/A	Mutual Funds	—	—	$26K	<0.1%
American Funds Bond Fund of America R6 Mutual Fund N/A	Mutual Funds	—	—	$16K	<0.1%
Nuveen Preferred Securities and Income I Mutual Fund N/A	Mutual Funds	—	—	$15K	<0.1%
PGIM High Yield R6 Mutual Fund N/A	Other securities	—	—	$5K	<0.1%