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Original filing (PDF)20251013073739NAL0002084882001
OPEX CORPORATION
Form 5500
FILING_RECEIVED
OPEX CORPORATION 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,418
Accounts w/ balance
1,654
Plan assets (EOY)
$194.2M
Net assets (EOY)
$194.2M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPEX CORPORATION.
Plan sponsor
Name
OPEX CORPORATION
EIN
22-2013892
Address
305 COMMERCE DRIVE · MOORESTOWN, NJ · 08057
Phone
(856) 727-1100
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
2025-10-13
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMI | 13-5674085 | — | SERVICE PROVIDER | $70K | — |
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $50K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $15K | — |
Investments
35 direct securities· $194.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ClearBridge Large Cap Growth Fund - Class IS | — | — | — | $28.8M | 14.8% | |
| Fidelity Management Trust Company 500 Index Fund | — | — | — | $23.8M | 12.2% | |
| Lincoln National Life Insurance Company Stable Value Account - 802 | — | — | — | $15.7M | 8.1% | |
| MFS Core Equity Class R6 | — | — | — | $11.9M | 6.1% | |
| Putnam Large Cap Value | — | — | — | $10.5M | 5.4% | |
| American Funds American Balanced Fund - Class R-6 | — | — | — | $9.5M | 4.9% | |
| Blackrock Liquidity Funds Fedfund Premier Shares | — | — | — | $8.5M | 4.4% | |
| MFS International Equity Class R6 | — | — | — | $8.5M | 4.4% | |
| American Funds 2045 Target Date Retirement Fund - Class R-6 | — | — | — | $7.1M | 3.6% | |
| American Funds 2035 Target Date Retirement Fund - Class R-6 | — | — | — | $6.5M | 3.4% | |
| American Funds 2025 Target Date Retirement Fund - Class R-6 | — | — | — | $6.5M | 3.4% | |
| Victory Portfolios Sycamore Established Value Fund - Class R6 | — | — | — | $6.2M | 3.2% | |
| Guggenheim Total Return Bond Institutional Class | — | — | — | $6.1M | 3.2% | |
| Vanguard S&P Mid Cap 400 Index Institutional Shares | — | — | — | $5.3M | 2.7% | |
| Vanguard Small-Cap Index Fund - Institutional Shares | — | — | — | $4.5M | 2.3% | |
| ClearBridge Select Fund - Class IS | — | — | — | $4.3M | 2.2% | |
| MFS Corporate Bond Class R6 | — | — | — | $3.3M | 1.7% | |
| American Funds 2040 Target Date Retirement Fund - Class R-6 | — | — | — | $3.1M | 1.6% | |
| American Funds 2055 Target Date Retirement Fund - Class R-6 | — | — | — | $3.0M | 1.6% | |
| American Funds 2030 Target Date Retirement Fund - Class R-6 | — | — | — | $2.7M | 1.4% | |
| MFS Total Return Class R6 | — | — | — | $2.6M | 1.3% | |
| Columbia Seligman Communications And Information Institutional 3 Class | — | — | — | $2.6M | 1.3% | |
| American Funds 2060 Target Date Retirement Fund - Class R-6 | — | — | — | $2.4M | 1.2% | |
| American Funds 2050 Target Date Retirement Fund - Class R-6 | — | — | — | $2.3M | 1.2% | |
| American Funds 2020 Target Date Retirement Fund - Class R-6 | — | — | — | $2.0M | 1.1% | |
| Columbia Small Cap Value I Institutional 3 Class | — | — | — | $1.4M | 0.7% | |
| Columbia Small Cap Growth | — | — | — | $1.3M | 0.7% | |
| American Funds New World Fund - Class R-6 | — | — | — | $1.1M | 0.6% | |
| Vanguard Wellington Admiral Shares | — | — | — | $710K | 0.4% | |
| Lord Abbett Inflation Focused Class R6 | — | — | — | $708K | 0.4% | |
| Franklin International Value Class R6 | — | — | — | $589K | 0.3% | |
| Baird Short Term Bond Institutional Class | — | — | — | $221K | 0.1% | |
| American Funds 2065 Target Date Retirement Fund - Class R-6 | — | — | — | $195K | 0.1% | |
| Cohen and Steers Real Estate Securities Inc Class Z | — | — | — | $164K | <0.1% | |
| Janus Henderson Global Life Sciences Class T | — | — | — | $122K | <0.1% |