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Original filing (PDF)20250829123711NAL0006208483001
TEKNOR APEX COMPANY
Form 5500
FILING_RECEIVED
TEKNOR SAVINGS PLUS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,681
Accounts w/ balance
1,964
Plan assets (EOY)
$273.4M
Net assets (EOY)
$273.4M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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
- 16 bps in Schedule C fees — 63% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEKNOR APEX COMPANY.
Plan sponsor
Name
TEKNOR APEX COMPANY
EIN
05-0306609
Address
505 CENTRAL AVENUE · PAWTUCKET, RI · 02861
Phone
(401) 725-8000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKBOX SAGEVIEW ADVISOR | 33-0818667 | — | INVESTMENT ADVISORY | $83K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $309K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARCUM LLP | 11-1986323 | — | ACCOUNTANT | $53K | — |
Investments
29 direct securities · 1 pooled fund· $273.3M(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
$240.0M
29 holdings
Common Collective Trust
$33.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WT T ROWE PRICE SV CIT CLASS S GREAT GRAY TRUST COMPANY · EIN 86-1182766 / PN 655 | Common Collective Trust | — | — | $33.3M | 12.2% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $32.2M | 11.8% | |
| MFS Investment Management MFS Growth Fund | — | — | — | $26.4M | 9.6% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund | — | — | — | $25.3M | 9.2% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund | — | — | — | $18.6M | 6.8% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund | — | — | — | $18.1M | 6.6% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund | — | — | — | $13.2M | 4.8% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund | — | — | — | $11.6M | 4.2% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund | — | — | — | $10.9M | 4.0% | |
| American Funds Service Company American New Perspective Fund | — | — | — | $10.5M | 3.8% | |
| JP Morgan Funds JPMorgan Core Bond Fund | — | — | — | $8.4M | 3.1% | |
| Janus International Holding, LLC Janus Henderson Enterprise Fund | — | — | — | $7.9M | 2.9% | |
| MFS Investment Management MFS Mid Cap Value Fund | — | — | — | $7.1M | 2.6% | |
| Notes Receivable from Participants maturity dates between 2024 and 2033 -- | — | — | — | $6.6M | 2.4% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund | — | — | — | $5.6M | 2.1% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund | — | — | — | $4.6M | 1.7% | |
| SEI Trust Company Allspring Special Small Cap Value Fund | — | — | — | $4.1M | 1.5% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $3.8M | 1.4% | |
| BlackRock Equity Dividend Fund | — | — | — | $3.5M | 1.3% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund | — | — | — | $3.5M | 1.3% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $3.4M | 1.2% | |
| MFS Investment Management MFS International Diversification Fund | — | — | — | $3.2M | 1.2% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $3.1M | 1.1% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $1.9M | 0.7% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund | — | — | — | $1.9M | 0.7% | |
| Loomis Sayles Loomis Sayles Small Cap Growth Fund | — | — | — | $1.5M | 0.6% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund | — | — | — | $1.2M | 0.5% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio | — | — | — | $988K | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund | — | — | — | $794K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index Income Fund | — | — | — | $331K | 0.1% |
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