Department of Labor filing

KYOCERA DOCUMENT SOLUTIONS AMERICA, INC.

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

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Public filing 2024 · received Aug 29, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

79filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$4,408

Reported employer contributions per active participant.

Higher than about 87% of comparable plans
#People in the filing
665

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$91 / participant

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

Lower cost than about 60% of comparable plans
Investment performance
Not available

Plan assets changed 11.3%, 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 · 202479out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions87th percentileTypical peer $1,958 · based on 346 comparable plans
Lower reported administrative expense60th percentileTypical peer $114 · based on 343 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, KYOCERA DOCUMENT SOLUTIONS AMERICA, INC. reported $2,931,168 in employer contributions across the plan and 665 active participants. That works out to $4,408 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 proxy72%

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 6.3%

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

Expense trendUp 27.8%

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

Peer context79/100

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
$2,931,168
Participant contributions
$6,082,787
Other contributions
$1,658,667
Employer share of reported contributions
32.5%
Beginning assets
$147,514,214
Ending assets
$164,225,462
Ending net assets
$164,225,462
Ending liabilities
$0
Total income
$31,913,918
Total expenses
$15,929,393
Administrative expenses
$83,846
Participant loans
$1,425,583

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
$4,145
2023
$3,933
2024
$4,408
Plan-paid administrative expenses per participant
2022
$71
2023
$83
2024
$91
Active participants
2022
667
2023
678
2024
665
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$4,408665164.2M20250829153836NAL0006215379001
2023$3,933678147.5M20241015184916NAL0030672337001
2022$4,145667131M20231016143319NAL0038121345001

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
0.9%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
952819506-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Dec 1, 1982
Industry
Wholesale trade
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2R2T3D3F3H

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
CHARLES SCHWAB INVESTMENT MGMT, INC2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
FIDELITY INVESTMENTS INST2024Not reportedunknown
GREAT GRAY TRUST COMPANY LLC2024Not reportedunknown
MFS DISTRIBUTORS INC2024Not reportedunknown
PRINCIPAL INVESTMENTS2024Not reportedunknown
PRUDENTIAL MUTUAL FUND SERVICES LLC2024Not reportedunknown
VANGUARD MARKETING CORP2024Not reportedunknown

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Related public plan records

Current plan terms

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Filing ACK_ID20250829153836NAL0006215379001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗