Original filing (PDF)20241212133319NAL0009412035001

L. KNIFE & SON, INC.

Name: L. KNIFE & SON, INC. — SHEEHAN FAMILY COMPANIES EMPLOYEE SAVINGS PLAN, Form 5500 (2023)
Creator: L. KNIFE & SON, INC.

Form 5500

FILING_RECEIVED

SHEEHAN FAMILY COMPANIES EMPLOYEE SAVINGS PLAN

401(k) retirement plan

Signals · 2

Late filing · 0.9 moNo recordkeeper disclosed

Active participants

1,439

Accounts w/ balance

2,309

Plan assets (EOY)

$225.6M

Net assets (EOY)

$225.1M

How this plan invests

This plan

12 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L. KNIFE & SON, INC..

Plan sponsor

Name

L. KNIFE & SON, INC.

EIN

04-2902690

Address

35 ELDER AVENUE · KINGSTON, MA · 02364

Phone

(781) 585-5165

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

007

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-12-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2U · Association Retirement Plan

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$166K	—
HOWLAND CAPITAL MANAGEMENT	04-3244214	—	NONE	$39K	—
TONNESON & CO	04-2943536	—	NONE	$39K	—

Investments

12 pooled funds· $179.5M(80% 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.

Investment	Type	Current value	% of plan
VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001	Common Collective Trust	$31.8M	14.1%
VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001	Common Collective Trust	$28.4M	12.6%