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Original filing (PDF)20251015200649NAL0007359968001
LOPAREX, LLC
Form 5500
FILING_RECEIVED
LOPAREX LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
546
Accounts w/ balance
850
Plan assets (EOY)
$97.9M
Net assets (EOY)
$97.9M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
85
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOPAREX, LLC.
Plan sponsor
Name
LOPAREX, LLC
EIN
20-8048954
Address
1255 CRESCENT GREEN DRIVE · SUITE 400 · CARY, NC · 27518
Phone
(919) 678-7711
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities · 1 pooled fund· $98.0M(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
$96.3M
29 holdings
Common Collective Trust
$1.6M
1 holding
Mutual Funds
$151K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth | — | — | — | $16.6M | 17.0% | |
| Fidelity Freedom 2030 Fund K | — | — | — | $12.0M | 12.2% | |
| Fidelity Freedom 2035 Fund K | — | — | — | $11.5M | 11.8% | |
| Fidelity Freedom 2040 Fund K | — | — | — | $8.8M | 9.0% | |
| Fidelity 500 Index | — | — | — | $5.7M | 5.9% | |
| Self-Directed Brokerage * Fidelity Seld-Directed Brokerage Accounts | — | — | — | $5.1M | 5.3% | |
| Fidelity Freedom 2045 Fund K | — | — | — | $4.7M | 4.8% | |
| Fidelity Mid Cap Stock | — | — | — | $4.4M | 4.5% | |
| Fidelity Freedom 2025 Fund K | — | — | — | $3.2M | 3.3% | |
| Fidelity Freedom 2050 Fund K | — | — | — | $3.1M | 3.2% | |
| Money Market * Fidelity Government Money Market | — | — | — | $2.7M | 2.8% | |
| Oakmark R6 | — | — | — | $2.4M | 2.4% | |
| Common Collective Trust Fund * Fidelity Managed Income Portfolio CL 1 | — | — | — | $1.6M | 1.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.6M | 1.6% | |
| PIMCO Total Return | — | — | — | $1.4M | 1.5% | |
| Fidelity Freedom 2055 Fund K | — | — | — | $1.4M | 1.4% | |
| December 1, 2034 | — | — | — | $1.4M | 1.4% | |
| Fidelity Freedom 2060 Fund K | — | — | — | $1.3M | 1.3% | |
| Fidelity International Index | — | — | — | $1.2M | 1.3% | |
| Fidelity Small Cap I | — | — | — | $1.2M | 1.2% | |
| Fidelity Diversification International | — | — | — | $1.2M | 1.2% | |
| Fidelity Low Price Stock | — | — | — | $1.0M | 1.1% | |
| Fidelity Extended Market Index | — | — | — | $1.0M | 1.0% | |
| Fidelity Freedom 2015 Fund K | — | — | — | $733K | 0.7% | |
| Fidelity Freedom 2065 Fund K | — | — | — | $704K | 0.7% | |
| MFS Value R3 | — | — | — | $613K | 0.6% | |
| Fidelity Freedom 2010 Fund K | — | — | — | $600K | 0.6% | |
| Fidelity U.S. Bond Index | — | — | — | $478K | 0.5% | |
| s * Fidelity Strategic Real Ret | Mutual Funds | — | — | $151K | 0.2% | |
| Fidelity Freedom Income Fund | — | — | — | $94K | <0.1% | |
| Fidelity Freedom 2070 Fund K | — | — | — | $2K | <0.1% |
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