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Original filing (PDF)20251010123311NAL0004241155001
KOMLINE-SANDERSON
Form 5500
FILING_RECEIVED
KOMLINE-SANDERSON 401(K) PLAN
401(k) retirement plan
Active participants
444
Accounts w/ balance
418
Plan assets (EOY)
$44.0M
Net assets (EOY)
$44.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOMLINE-SANDERSON.
Plan sponsor
Name
KOMLINE-SANDERSON
EIN
22-1442955
Address
12 HOLLAND AVENUE P.O. BOX 257 · PEAPACK, NJ · 07977
Phone
(908) 234-1000
Industry
Manufacturingsee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN ADVISORY MANAGEMENT LLC DBA B | 26-4560299 | BALTIMORE, MD | INVESTMENT ADVISOR | $50K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | AUDITOR | $19K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & DOWNEY PA | — | BALTIMORE, MD | ATTORNEY | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $236 | — |
Investments
30 direct securities · 2 pooled funds· $50.5M(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
$43.1M
30 holdings
Pooled Separate Account
$7.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Parnassus Core Equity Fund | — | — | — | $7.8M | 17.7% | |
| Empower Annuity Insurance Company of America Guaranteed Income Fund | — | — | — | $7.0M | 15.9% | |
| Empower Annuity Insurance Company of America T.Rowe Price LCG EQ (IS) | — | — | — | $6.5M | 14.9% | |
| T. ROWE US LG CAP GROWTH EQTY (IS P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 828 | Pooled Separate Account | — | — | $6.5M | 14.9% | |
| Vanguard Total Bond Index | — | — | — | $6.2M | 14.0% | |
| MFS International Eq R6 | — | — | — | $5.5M | 12.5% | |
| MFS Value Fund Class R6 | — | — | — | $2.2M | 5.0% | |
| Vanguard High Yield Corp Admiral | — | — | — | $1.1M | 2.5% | |
| Touchstone Mid Cap Y | — | — | — | $1.1M | 2.4% | |
| Lord Abbett Lord Abbett Dev Gro R6 | — | — | — | $911K | 2.1% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $891K | 2.0% | |
| Vanguard 500 Index Admiral | — | — | — | $707K | 1.6% | |
| Allspring Special MCV R6 | — | — | — | $658K | 1.5% | |
| MFS Mid Cap Growth Class R6 | — | — | — | $570K | 1.3% | |
| Calvert Small Cap Class I | — | — | — | $448K | 1.0% | |
| Vanguard Growth Index Admiral Share | — | — | — | $428K | 1.0% | |
| Participants Participant Loans Rates at 4.25%-9.50% - | — | — | — | $265K | 0.6% | |
| Fidelity Adv Intl Sc Z | — | — | — | $230K | 0.5% | |
| Vanguard Mid Cap Growth Index Admiral | — | — | — | $218K | 0.5% | |
| Vanguard Total Stock Index Admiral | — | — | — | $202K | 0.5% | |
| Vanguard Small Cap Index Admiral | — | — | — | $196K | 0.4% | |
| Vanguard Total World Stock Index Admiral | — | — | — | $150K | 0.3% | |
| American Funds American Funds New World R6 | — | — | — | $148K | 0.3% | |
| Vanguard Value Index Admiral | — | — | — | $140K | 0.3% | |
| MetWest Unconstrained Bond | — | — | — | $104K | 0.2% | |
| Vanguard Small Cap Value | — | — | — | $100K | 0.2% | |
| Vanguard Total St Mark | — | — | — | $81K | 0.2% | |
| Vanguard Small Cap Growth | — | — | — | $54K | 0.1% | |
| Vanguard Mid Cap Index Fund | — | — | — | $45K | 0.1% | |
| Vanguard European Stock | — | — | — | $33K | <0.1% | |
| Vanguard Emerging Markets | — | — | — | $21K | <0.1% | |
| Invesco Equity & Income A | — | — | — | $8K | <0.1% |
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