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Original filing (PDF)20251009101136NAL0006421297001
KRAFT POWER CORPORATION
Form 5500
FILING_RECEIVED
KRAFT POWER CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
180
Accounts w/ balance
237
Plan assets (EOY)
$26.9M
Net assets (EOY)
$26.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
60
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KRAFT POWER CORPORATION.
Plan sponsor
Name
KRAFT POWER CORPORATION
EIN
04-2381327
Address
199 WILDWOOD AVENUE · WOBURN, MA · 01801
Phone
(781) 938-9100
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOSTON PRIVATE WEALTH LLC | — | BOSTON, MA | INVESTMENT ADVISOR | $30K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSONALLEN, LLP | — | PHILADELPHIA, PA | AUDITOR | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRAFT POWER CORPORATION | — | WOBURN, MA | OTHER | $5K | — |
Investments
30 direct securities · 1 pooled fund· $26.9M(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
$22.7M
30 holdings
Common Collective Trust
$4.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Putnam Large Cap Value Y | — | — | — | $6.4M | 23.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.2M | 15.7% | |
| T. Rowe Price Blue Chip Growth Adv | — | — | — | $3.3M | 12.3% | |
| Loomis Sayles Global Allocation Y | — | — | — | $2.5M | 9.4% | |
| Blackrock Strategic Income Opps Inv A | — | — | — | $1.5M | 5.7% | |
| American Funds 2035 Target Date Fund R4 | — | — | — | $957K | 3.6% | |
| Janus Henderson Enterprise T | — | — | — | $786K | 2.9% | |
| Dodge & Cox Income Fund - I | — | — | — | $721K | 2.7% | |
| American Funds 2030 Target Date Fund R4 | — | — | — | $717K | 2.7% | |
| Victory Sycamore Established Value I | — | — | — | $674K | 2.5% | |
| American Funds American Funds Eupac R4 | — | — | — | $575K | 2.1% | |
| American Funds 2040 Target Date Fund R4 | — | — | — | $568K | 2.1% | |
| Vanguard Small Cap Index Fund - Admiral | — | — | — | $536K | 2.0% | |
| Vanguard Small Cap Index Fund - Admiral | — | — | — | $505K | 1.9% | |
| maturing through 2032 - | — | — | — | $401K | 1.5% | |
| Janus Henderson Triton T | — | — | — | $341K | 1.3% | |
| American Funds 2025 Target Date Fund R4 | — | — | — | $298K | 1.1% | |
| American Funds 2045 Target Date Fund R4 | — | — | — | $230K | 0.9% | |
| American Funds 2055 Target Date Fund R4 | — | — | — | $222K | 0.8% | |
| DFA US Targeted Value I | — | — | — | $216K | 0.8% | |
| American Funds 2050 Target Date Fund R4 | — | — | — | $187K | 0.7% | |
| Parnassus Core Equity - Inst | — | — | — | $150K | 0.6% | |
| Cohen & Steers Instl Realty Shares | — | — | — | $148K | 0.5% | |
| Schwab Self-directed brokerage account | — | — | — | $127K | 0.5% | |
| American Funds 2060 Target Date Fund R4 | — | — | — | $127K | 0.5% | |
| Causeway Emerging Markets Inst | — | — | — | $121K | 0.5% | |
| Vanguard Mid Cap Index Adm | — | — | — | $120K | 0.4% | |
| Hardford Intl Opportunities R4 | — | — | — | $107K | 0.4% | |
| American Funds 2020 Target Date Fund R4 | — | — | — | $52K | 0.2% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $29K | 0.1% | |
| American Funds 2015 Target Date Fund R4 | — | — | — | $4K | <0.1% |