Department of Labor filing

KALOS SERVICE INC.

KALOS SERVICES 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

53filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$1,568

Reported employer contributions per active participant.

Higher than about 39% of comparable plans
#People in the filing
303

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$36 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 88% of comparable plans
Investment performance
Not available

Plan assets changed 40.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202453out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions39th percentileTypical peer $1,990 · based on 1,102 comparable plans
Lower reported administrative expense88th percentileTypical peer $185 · based on 1,120 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, KALOS SERVICE INC. reported $475,028 in employer contributions across the plan and 303 active participants. That works out to $1,568 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy95%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 7.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 199.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context53/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$475,028
Participant contributions
$807,236
Other contributions
Not reported
Employer share of reported contributions
37.0%
Beginning assets
$3,043,524
Ending assets
$4,277,868
Ending net assets
$4,277,868
Ending liabilities
$0
Total income
$1,695,918
Total expenses
$461,574
Administrative expenses
$10,262
Participant loans
$62,016

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,455
2024
$1,568
Plan-paid administrative expenses per participant
2022
$12
2024
$36
Active participants
2022
194
2024
303
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,5683034.3M20251015165632NAL0006835584001
2022$1,4551941.8M20240214050632NAL0025284227001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.4%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
141930878-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2020
Industry
Construction
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN FUNDS DISTRIBUTORS, INC.2022Not reportedunknown
BLACKROCK INVESTMENTS, INC.2022Not reportedunknown
COLUMBIA2022Not reportedunknown
DELAWARE INVESTMENTS2022Not reportedunknown
DWS DISTRIBUTORS, INC.2022Not reportedunknown
EAGLE FUND DISTRIBUTORS, INC.2022Not reportedunknown
FEDERATED SECURITIES CORP.2022Not reportedunknown
INVESCO2022Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2022Not reportedunknown
JANUS DISTRIBUTORS, LLC2022Not reportedunknown
LEGG MASON INVESTOR SERVICES, LLC2022Not reportedunknown
LORD ABBETT DISTRIBUTOR, LLC2022Not reportedunknown
NATIONWIDE FUND DISTRIBUTORS LLC2022Not reportedunknown
PIONEER INVESTMENT MANAGEMENT, INC2022Not reportedunknown
STATE STREET CORPORATION2022Not reportedunknown

Current plan terms

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Filing ACK_ID20251015165632NAL0006835584001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗