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Original filing (PDF)20251014121058NAL0003889536001
POLYMERSHAPES LLC
Form 5500
FILING_RECEIVED
POLYMERSHAPES LLC 401(K) PLAN
401(k) retirement plan
Active participants
587
Accounts w/ balance
697
Plan assets (EOY)
$59.3M
Net assets (EOY)
$59.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLYMERSHAPES LLC.
Plan sponsor
Name
POLYMERSHAPES LLC
EIN
01-0695945
Address
10130 PERIMETER PKWY #500 · CHARLOTTE, NC · 28216
Phone
(704) 548-5003
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
Investments
26 direct securities · 2 pooled funds· $64.6M(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.
Uncategorized
$63.1M
26 holdings
Common Collective Trust
$1.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vang Target Ret 2030 Mutual Fund | — | — | — | $10.0M | 16.8% | |
| Vang Target Ret 2035 Mutual Fund | — | — | — | $6.9M | 11.6% | |
| Vang Target Ret 2040 Mutual Fund | — | — | — | $6.5M | 10.9% | |
| Fid Lg Cap Gr Idx Mutual Fund | — | — | — | $6.4M | 10.7% | |
| Vang Target Ret 2045 Mutual Fund | — | — | — | $5.0M | 8.5% | |
| Vang Target Ret 2025 Mutual Fund | — | — | — | $4.5M | 7.5% | |
| Fid 500 Index Mutual Fund | — | — | — | $3.4M | 5.7% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | — | — | — | $2.7M | 4.6% | |
| Vang Target Ret 2050 Mutual Fund | — | — | — | $2.7M | 4.6% | |
| Late/Missed Year Contributions Loan Repayments Total 2024 | — | — | $317K | $2.6M | 4.4% | |
| Vang Target Ret 2055 Mutual Fund | — | — | — | $2.5M | 4.3% | |
| Vang Target Ret 2020 Mutual Fund | — | — | — | $1.5M | 2.6% | |
| Notes receivable from participants Bearing interest at 3.25%-9.50% - | — | — | — | $1.5M | 2.5% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.5M | 2.5% | |
| Fid Mid Cap Idx Mutual Fund | — | — | — | $1.2M | 1.9% | |
| Ev Atl Cap Smid-Cp R Mutual Fund | — | — | — | $1.1M | 1.9% | |
| Trp Value I Mutual Fund | — | — | — | $1.1M | 1.9% | |
| Vang Target Ret 2060 Mutual Fund | — | — | — | $960K | 1.6% | |
| Vang Target Ret 2065 Mutual Fund | — | — | — | $683K | 1.2% | |
| Mfs Intl Divrsn R6 Mutual Fund | — | — | — | $533K | 0.9% | |
| Fid Sm Cap Idx Mutual Fund | — | — | — | $332K | 0.6% | |
| Vang Tot Bd Mkt Adm Mutual Fund | — | — | — | $306K | 0.5% | |
| Vang Target Ret Inc Mutual Fund | — | — | — | $253K | 0.4% | |
| Fid Total Bond K6 Mutual Fund | — | — | — | $226K | 0.4% | |
| Dfa Inf Prt Sec Port Mutual Fund | — | — | — | $215K | 0.4% | |
| Gabelli Us Mm I Mutual Fund | — | — | — | $27K | <0.1% | |
| Vang Target Ret 2070 Mutual Fund | — | — | — | $5K | <0.1% | |
| PUTNAM STABLE VAL (75) PUTNAM · EIN 04-3189710 / PN 732 | Common Collective Trust | — | — | $0 | <0.1% |