Original filing (PDF)20251013125338NAL0001342545001

K & B MACHINE WORKS, LLC

Name: K & B MACHINE WORKS, LLC — K & B MACHINE WORKS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: K & B MACHINE WORKS, LLC

Form 5500

FILING_RECEIVED

K & B MACHINE WORKS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

580

Accounts w/ balance

564

Plan assets (EOY)

$17.8M

Net assets (EOY)

$17.8M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K & B MACHINE WORKS, LLC.

Plan sponsor

Name

K & B MACHINE WORKS, LLC

EIN

26-2531023

Address

208 REBECCA'S POND ROAD · SCHRIEVER, LA · 70395

Phone

(985) 868-6730

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$0	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp

Investments

1 direct security · 1 pooled fund· $2.6M(14% 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.

Common Collective Trust

$1.3M

1 holding

Uncategorized

$1.3M

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001	Common Collective Trust	—	—	$1.3M	7.2%

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