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Original filing (PDF)20250728085503NAL0000641971001
KINSLEY GROUP, INC.
Form 5500
FILING_RECEIVED
KINSLEY GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
195
Accounts w/ balance
226
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 70% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KINSLEY GROUP, INC..
Plan sponsor
Name
KINSLEY GROUP, INC.
EIN
04-2430816
Address
14 CONNECTICUT SOUTH DRIVE · EAST GRANBY, CT · 060269738
Phone
(860) 844-2235
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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2S · Automatic enrollment
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NAPATREE CAPITAL, LLC | 82-4308500 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $66K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT | $0 | — |
Investments
21 direct securities· $15.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Fixed Income Guaranteed Option Fund Guaranteed account | — | — | — | $2.9M | 19.1% | |
| Fidelity Blue Chip Growth K6 Fund " | — | — | — | $2.2M | 14.5% | |
| Vanguard 500 Index Admiral Fund " | — | — | — | $1.3M | 8.6% | |
| JPMorgan Equity Income R6 Fund " | — | — | — | $1.2M | 7.9% | |
| John Hancock Bond R6 Fund Mutual fund | — | — | — | $941K | 6.2% | |
| Vanguard Total Bond Market Index Admiral Fund " | — | — | — | $823K | 5.4% | |
| PIMCO Income Institutional Fund " | — | — | — | $760K | 5.0% | |
| Vanguard Total International Stock Index Admiral Fund " | — | — | — | $730K | 4.8% | |
| Fidelity Advisor International Growth Z Fund " | — | — | — | $641K | 4.2% | |
| T.Rowe Price Overseas Stock I Fund " | — | — | — | $626K | 4.1% | |
| Vanguard Small Cap Index Admiral Fund " | — | — | — | $489K | 3.2% | |
| Participant loans (5.25% - 10.50%) - | — | — | — | $466K | 3.1% | |
| Vanguard Mid Cap Index Admiral Fund " | — | — | — | $466K | 3.1% | |
| Victory Sycamore Established Value R6 Fund " | — | — | — | $380K | 2.5% | |
| Allspring Special Small Cap Value R6 Fund " | — | — | — | $331K | 2.2% | |
| MFS Mid-Cap Growth R6 Fund " | — | — | — | $263K | 1.7% | |
| JanusHenderson Triton N Fund " | — | — | — | $262K | 1.7% | |
| American Funds NewWorld R6 Fund " | — | — | — | $235K | 1.5% | |
| Amana Growth Institutional Fund " | — | — | — | $58K | 0.4% | |
| Vanguard Emerging Markets Stock Index Admiral Fund " | — | — | — | $39K | 0.3% | |
| PGIM Total Return Bond R6 Fund " | — | — | — | $29K | 0.2% |
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