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Original filing (PDF)20250919082155NAL0000988979001
KIMBER MFG., INC.
Form 5500
FILING_RECEIVED
KIMBER MFG., INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
452
Accounts w/ balance
568
Plan assets (EOY)
$31.7M
Net assets (EOY)
$31.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly 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 KIMBER MFG., INC..
Plan sponsor
Name
KIMBER MFG., INC.
EIN
23-2858068
Address
200 INDUSTRIAL BLVD. · TROY, AL · 36081
Phone
(914) 964-0771
Industry
Manufacturingsee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
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
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
REID CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | INVESTMENT ADVISOR | $32K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-2647786 | — | PLAN ADMINISTRATOR | $73K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REID CPAS, LLP | 20-3704273 | — | ACCOUNTANT/AUDITOR | $10K | — |
Investments
27 direct securities · 2 pooled funds· $33.5M(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
$31.6M
27 holdings
Common Collective Trust
$1.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG TARGET RET 2030 | — | — | — | $5.0M | 15.6% | |
| FID 500 INDEX | — | — | — | $4.4M | 13.9% | |
| VANG TARGET RET 2035 | — | — | — | $2.7M | 8.5% | |
| VANG TARGET RET 2025 | — | — | — | $2.5M | 7.8% | |
| FID CONTRAFUND | — | — | — | $2.4M | 7.7% | |
| MIP CL 1 | — | — | — | $1.8M | 5.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.7M | 5.2% | |
| VANG TARGET RET 2040 | — | — | — | $1.6M | 5.1% | |
| VANG TARGET RET 2055 | — | — | — | $1.5M | 4.6% | |
| VANG TARGET RET 2045 | — | — | — | $1.5M | 4.6% | |
| VANG TARGET RET 2050 | — | — | — | $1.1M | 3.5% | |
| VANG TARGET RET 2020 | — | — | — | $1.1M | 3.3% | |
| VANG TARGET RET 2060 | — | — | — | $835K | 2.6% | |
| FID TOTAL BOND | — | — | — | $805K | 2.5% | |
| VANG TARGET RET INC | — | — | — | $771K | 2.4% | |
| Participant loans | — | — | — | $768K | 2.4% | |
| MM MID CAP GR I | — | — | — | $522K | 1.6% | |
| AS SPL SM CAP VAL R6 | — | — | — | $478K | 1.5% | |
| DIVIDEND INC I2 | — | — | — | $455K | 1.4% | |
| FID EXT MKT IDX | — | — | — | $346K | 1.1% | |
| FID GLB EX US IDX | — | — | — | $336K | 1.1% | |
| JPM MIDCAP VALUE L | — | — | — | $231K | 0.7% | |
| HTFD INTL OPPS R6 | — | — | — | $211K | 0.7% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $207K | 0.7% | |
| FID US BOND IDX | — | — | — | $195K | 0.6% | |
| LOOMIS SM CP GRTH N | — | — | — | $105K | 0.3% | |
| GQG EMRG MKTS EQ R6 | — | — | — | $90K | 0.3% | |
| FID GOVT MMKT | — | — | — | $8K | <0.1% | |
| FID BROKERAGELINK | — | — | — | $5K | <0.1% |
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