Retirement plan

KAYHAN SPACE CORP. 401(K) PLAN

Name: KAYHAN SPACE CORP. - KAYHAN SPACE CORP. 401(K) PLAN (2024) Form 5500
Creator: KAYHAN SPACE CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KAYHAN SPACE CORP. 401(K) PLAN, KAYHAN SPACE CORP.

KAYHAN SPACE CORP.EIN 83-4720117Plan #001PY 2024

10901 WEST 120TH AVE, SUITE 140 - BROOMFIELD, CO 80021702-417-6102kayhan.spaceLinkedIn11-50 employeesdefense & space

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$919K

+74.4% from 2023

Total participants

+33.3% from 2023

Average account balance

$36,741

+18.6% from 2023

Annual return

16.46%

-240.89 pp from 2023

Benchmarks

See 3,221 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,221 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$919K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$37K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$305K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.46%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$176

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$176 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.480%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,741

$77,472-52.6%

$100,415-63.4%

$80,959-54.6%

Participation rate

88.0%

76.9%+11.1pp

81.5%+6.5pp

67.7%+20.3pp

Annual return

16.46%

37.26%-20.8pp

49.47%-33.0pp

35.67%-19.2pp

Employer contribution / active EE

$2,800-100.0%

$3,943-100.0%

$2,757-100.0%

Participant deferral / active EE

$12,210

$6,818+79.1%

$8,091+50.9%

$4,300+183.9%

Admin fee / account holder

$176

$5,885-97.0%

$7,906-97.8%

$6,925-97.5%

KAYHAN SPACE CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KAYHAN SPACE CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion