How big is Kulzer, LLC's plan?

Kulzer, LLC's plan reported $17.7M in assets and 105 participants for 2024.

Original filing (PDF)20250722154312NAL0003389664001

Kulzer, LLC

Name: Kulzer, LLC — Kulzer, LLC 401(k) Savings and Profit, Form 5500 (2024)
Creator: Kulzer, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Kulzer, LLC 401(k) Savings and Profit Sharing Plan

401(k) retirement plan · Kulzer, LLC's Kulzer, LLC 401(k) Savings and Profit Sharing Plan held $17.7M in plan assets for 105 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

105

Accounts w/ balance

155

Plan assets (EOY)

$17.7M

Net assets (EOY)

$17.7M

Plan identifiers

Kulzer, LLC's EIN is 26-3565526.

EIN 26-3565526

Plan number 001

Plan year 2024

ACK ID 20250722154312NAL0003389664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kulzer, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kulzer, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KULZER, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

25 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

KULZER, LLC

EIN

all filings

Address

4315 S LAFAYETTE BLVD · SOUTH BEND, IN · 46614

Phone

(574) 299-5460

Industry

Manufacturing

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

2025-07-22

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)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANDARD FINANCIAL GROUP	93-1253576	—	NONE	$60K	—

Investments

25 direct securities · 1 pooled fund· $33.4M(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.

Pooled Separate Account

$15.7M

1 holding

Common Collective Trusts

$14.3M

12 holdings

Other securities

$2.8M

6 holdings

Mutual Funds

$667K

7 holdings

					% of plan
SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005	Pooled Separate Account	—	—	$15.7M	88.3%
The Standard Fidelity U.S. Bond Index Fund N/A	Common Collective Trusts	—	—	$3.0M	17.2%
The Standard Vanguard Balanced Index Fund Admiral Shares N/A	Common Collective Trusts	—	—	$2.5M	14.2%
The Standard Vanguard 500 Index Fund Admiral Shares N/A	Common Collective Trusts	—	—	$2.3M	13.1%
The Standard Vanguard Developed Markets Index Fund Admiral Shares N/A	Common Collective Trusts	—	—	$1.9M	10.6%
The Standard The Standard Stable Asset Fund A N/A	Other securities	—	—	$1.8M	10.0%
The Standard Vanguard Growth Index Fund Admiral Shares N/A	Common Collective Trusts	—	—	$1.6M	9.2%
The Standard Vanguard Value Index Fund Admiral Shares N/A	Common Collective Trusts	—	—	$1.2M	6.7%
The Standard Vanguard Small-Cap Index Fund Admiral Shares N/A	Common Collective Trusts	—	—	$714K	4.0%
The Standard JPMorgan Large Cap Growth Fund Class R6 N/A	Other securities	—	—	$585K	3.3%
The Standard Vanguard Mid-Cap Value Index Fund Admiral Shares N/A	Common Collective Trusts	—	—	$444K	2.5%
The Standard Vanguard Mid-Cap Growth Index Fund Admiral Shares N/A	Common Collective Trusts	—	—	$423K	2.4%
The Standard American Funds New Perspective R6 N/A	Mutual Funds	—	—	$323K	1.8%
Participant notes receivable January 2025 to February 2029 N/A	Other securities	—	—	$282K	1.6%
The Standard Vanguard Explorer Fund Admiral Shares N/A	Mutual Funds	—	—	$94K	0.5%
The Standard Vanguard Equity-Income Fund Admiral Shares N/A	Mutual Funds	—	—	$92K	0.5%
The Standard JPMorgan Mid-Cap Growth Fund Class R5 N/A	Other securities	—	—	$89K	0.5%
The Standard MFS International Diversification Fund Class R6 N/A	Mutual Funds	—	—	$73K	0.4%
The Standard Vanguard Small-Cap Value Index Fund Admiral Shares N/A	Common Collective Trusts	—	—	$70K	0.4%
The Standard MFS Mid-Cap Value Fund Class R6 N/A	Mutual Funds	—	—	$60K	0.3%
The Standard Vanguard Mid-Cap Index Fund Admiral Shares N/A	Common Collective Trusts	—	—	$30K	0.2%
The Standard Thrivent Mid-Cap Stock S N/A	Other securities	—	—	$27K	0.2%
The Standard PGIM High Yield Fund – Class Z N/A	Other securities	—	—	$25K	0.1%
The Standard Vanguard Emerging Markets Stock Index Fund Admiral Shares N/A	Common Collective Trusts	—	—	$17K	<0.1%
The Standard Dodge & Cox Income X N/A	Mutual Funds	—	—	$15K	<0.1%
The Standard Vanguard Real Estate Index Admiral N/A	Mutual Funds	—	—	$10K	<0.1%