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Original filing (PDF)20250919050741NAL0001958977001
KINPLEX CORPORATION
Form 5500
FILING_RECEIVED
KINPLEX 401K PLAN
401(k) retirement plan
Active participants
334
Accounts w/ balance
106
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 32% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KINPLEX CORPORATION.
Plan sponsor
Name
KINPLEX CORPORATION
EIN
11-2667922
Address
325 WIRELESS BLVD · HAUPPAUGE, NY · 11788
Phone
(631) 242-4800
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONEHILL FIDCUCIARY MANAGEMENT | 45-5608425 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
Investments
22 direct securities· $11.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.8M | 16.0% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $1.6M | 14.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $937K | 8.3% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $927K | 8.2% | |
| AMERFUNDS 2050 TARG DATERET R6 678 REGISTERED INVESTMENT COMPANY PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $908K | 8.0% | |
| DFA WORLD CORE EQ PORT INST | Registered Investment Companies | — | — | $823K | 7.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $775K | 6.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $686K | 6.1% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $584K | 5.2% | |
| VANGUARD CORE BOND FUND - ADM | Registered Investment Companies | — | — | $565K | 5.0% | |
| PARAMETRIC INTERNATIONAL EQ R6 | Registered Investment Companies | — | — | $285K | 2.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $247K | 2.2% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $223K | 2.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $175K | 1.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $164K | 1.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $132K | 1.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $74K | 0.7% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $69K | 0.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $18K | 0.2% | |
| FIDELITY GROWTH AND INCOME K | Registered Investment Companies | — | — | $14K | 0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $12K | 0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $5K | <0.1% |
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