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Original filing (PDF)20250804121340NAL0000965761001
NATIONAL KEYSTONE PRODUCTS CO, INC
Form 5500
FILING_RECEIVED
NATIONAL KEYSTONE PRODUCTS CO., INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
483
Accounts w/ balance
561
Plan assets (EOY)
$41.3M
Net assets (EOY)
$41.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
25 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
- 57 bps in Schedule C fees — 95% 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 NATIONAL KEYSTONE PRODUCTS CO, INC.
Plan sponsor
Name
NATIONAL KEYSTONE PRODUCTS CO, INC
EIN
13-1869682
Address
480 S. DEMOCRAT ROAD · GIBBSTOWN, NJ · 08027
Phone
(856) 663-4700
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $84K | — |
| ONE DIGITAL INVESTMENT A | 82-1434504 | — | INVESTMENT ADVISORY | $49K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $87K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $14K | — |
Investments
23 direct securities · 2 pooled funds· $41.1M(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
$38.0M
23 holdings
Common Collective Trust
$3.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv | — | — | — | $8.7M | 21.0% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $7.6M | 18.5% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $5.2M | 12.7% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $3.6M | 8.8% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $2.2M | 5.3% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $1.8M | 4.3% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $1.5M | 3.6% | |
| ALLSPRING ENH STK MKT CIT N SEI TRUST COMPANY · EIN 56-6288528 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.3% | |
| AllianceBernstein AB Large Cap Growth Z | — | — | — | $1.3M | 3.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $1.1M | 2.6% | |
| Vanguard Target Retirement Income | — | — | — | $911K | 2.2% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $885K | 2.1% | |
| Vanguard Equity Income Fund | — | — | — | $771K | 1.9% | |
| American Funds American Funds SmallCap World R3 | — | — | — | $707K | 1.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $654K | 1.6% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $639K | 1.5% | |
| MFS International Diversification R2 | — | — | — | $556K | 1.3% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $541K | 1.3% | |
| Invesco Discovery Mid Cap Growth R6 | — | — | — | $299K | 0.7% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $221K | 0.5% | |
| Columbia Small Cap Value II A | — | — | — | $187K | 0.5% | |
| American Funds American Funds Income Fund of America R3 | — | — | — | $144K | 0.3% | |
| Lord Abbett Lord Abbett Total Return R3 | — | — | — | $120K | 0.3% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $47K | 0.1% | |
| (E) | — | — | — | $47K | 0.1% |