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Original filing (PDF)20251017050322NAL0003832611001
CARBIDE INDUSTRIES, LLC
Form 5500
FILING_RECEIVED
CARBIDE INDUSTRIES LLC 401K PLAN
401(k) retirement plan
Signals · 1
50% in single holding
Active participants
134
Accounts w/ balance
164
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Janus Janus Balanced Fund" is 50% of plan.
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARBIDE INDUSTRIES, LLC.
Plan sponsor
Name
CARBIDE INDUSTRIES, LLC
EIN
14-1851344
Address
PO BOX 3727 · LOUISVILLE, KY · 40201
Phone
(502) 775-4115
Industry
Manufacturingsee 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
2025-10-17
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 CPA'S P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 | — | INVESTMENT/FINANCIAL ADVI | $36K | — |
Investments
33 direct securities · 1 pooled fund· $15.6M(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
$14.0M
26 holdings
Registered Investment Companies
$1.6M
7 holdings
Common Collective Trust
$53K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Janus Balanced Fund | — | — | — | $8.2M | 54.9% | |
| Registered Investment Companies * American Century American Century Ultra Fund | — | — | — | $881K | 5.9% | |
| Russell iShares Russell 1000 Large-Cap Index Fund | — | — | — | $543K | 3.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $514K | 3.4% | |
| American Funds American Funds New Perspective Fund | — | — | — | $514K | 3.4% | |
| JPMorgan U.S. Value Fund | — | — | — | $374K | 2.5% | |
| Russell iShares Russell 2000 Small-Cap Index Fund | — | — | — | $374K | 2.5% | |
| Invesco Summit Fund | — | — | — | $328K | 2.2% | |
| Victory Capital Victory Sycamore Established Value Fund | — | — | — | $319K | 2.1% | |
| Cohen & Steers Cohen & Steers Institutional Realty Fund | — | — | — | $303K | 2.0% | |
| Janus Overseas Fund | — | — | — | $281K | 1.9% | |
| Notes receivable from Interest rates ranging from 4.25% to 9.50%, | — | — | — | $271K | 1.8% | |
| Pioneer Fund | Registered Investment Companies | — | — | $232K | 1.6% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $228K | 1.5% | |
| BlackRock LifePath Index 2055 Fund | — | — | — | $228K | 1.5% | |
| PIMCO Total Return Fund | — | — | — | $213K | 1.4% | |
| NUVEEN QUANT SM CAP EQ R6 | Registered Investment Companies | — | — | $208K | 1.4% | |
| Registered Investment Companies (Continued) * TIAA TIAA-CREF Quantity Small Cap Equity Fund | — | — | — | $208K | 1.4% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $194K | 1.3% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $180K | 1.2% | |
| Russell iShares Russel Mid-Cap Index Fund | — | — | — | $160K | 1.1% | |
| DWS Deutsche Global High Income Fund | — | — | — | $158K | 1.1% | |
| Russell iShares MSCI EAFE International Index Fund | — | — | — | $126K | 0.8% | |
| BlackRock LifePath Index 2035 Fund | — | — | — | $108K | 0.7% | |
| BlackRock LifePath Index 2050 Fund | — | — | — | $92K | 0.6% | |
| Janus Henderson Enterprise Fund | — | — | — | $85K | 0.6% | |
| BlackRock LifePath Index 2040 Fund | — | — | — | $81K | 0.5% | |
| BlackRock LifePath Index 2065 Fund | — | — | — | $75K | 0.5% | |
| BlackRock LifePath Index 2060 Fund | — | — | — | $59K | 0.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $53K | 0.4% | |
| Fidelity Government Income Fund | Registered Investment Companies | — | — | $39K | 0.3% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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