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Original filing (PDF)20250929134352NAL0015266835001
NOVOLEX HOLDINGS, LLC
Form 5500
FILING_RECEIVED
NOVOLEX AE 401(K) PLAN
401(k) retirement plan
Active participants
353
Accounts w/ balance
391
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
34 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 NOVOLEX HOLDINGS, LLC.
Plan sponsor
Name
NOVOLEX HOLDINGS, LLC
EIN
27-1455725
Address
101 EAST CAROLINA AVE · HARTSVILLE, SC · 29550
Phone
(843) 857-4905
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | CONSULTANT | $9K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITOR | $15K | — |
Investments
33 direct securities· $22.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2030 Trgt Dt Ret R6 N/R | — | — | — | $2.6M | 12.8% | |
| Insurance Company/General Account | — | — | — | $2.5M | 12.5% | |
| Transamerica Life Ins Company Transamerica Guaranteed Inv Option N/R | — | — | — | $2.5M | 12.5% | |
| American Funds American Funds 2025 Trgt Dt Ret R6 N/R | — | — | — | $2.3M | 11.6% | |
| American Funds American Funds 2035 Trgt Dt Ret R6 N/R | — | — | — | $2.0M | 10.0% | |
| Harbor Capital Appreciation Instl N/R | — | — | — | $1.6M | 8.1% | |
| American Funds American Funds 2045 Trgt Dt Ret R6 N/R | — | — | — | $1.0M | 5.0% | |
| American Funds American Funds 2040 Trgt Dt Ret R6 N/R | — | — | — | $921K | 4.6% | |
| American Funds American Funds 2020 Trgt Dt Ret R6 N/R | — | — | — | $916K | 4.5% | |
| Fidelity Small Cap Value N/R | — | — | — | $757K | 3.7% | |
| T. Rowe Price T. Rowe Price Intgtd US Small-Cap Gr Eq N/R | — | — | — | $728K | 3.6% | |
| American Funds American Funds 2050 Trgt Dt Ret R6 N/R | — | — | — | $708K | 3.5% | |
| Participant Loans Notes Receivable with interest rates of $0 | — | — | — | $651K | 3.2% | |
| American Funds American Funds 2060 Trgt Dt Ret R6 N/R | — | — | — | $629K | 3.1% | |
| Fidelity 500 Index N/R | — | — | — | $469K | 2.3% | |
| American Funds American Funds 2055 Trgt Dt Ret R6 N/R | — | — | — | $410K | 2.0% | |
| American Funds American Funds 2015 Trgt Dt Ret R6 N/R | — | — | — | $403K | 2.0% | |
| MFS Mid Cap Growth R6 N/R | — | — | — | $348K | 1.7% | |
| NFS MFS Value R6 N/R | — | — | — | $276K | 1.4% | |
| American Funds American Funds EuroPacific Gr R6 N/R | — | — | — | $250K | 1.2% | |
| American Funds American Funds 2010 Trgt Dt Ret R6 N/R | — | — | — | $138K | 0.7% | |
| American Funds American Funds 2065 Trgt Dt Ret R6 N/R | — | — | — | $120K | 0.6% | |
| State Street Instl US Govt Money Market Premier N/R | — | — | — | $102K | 0.5% | |
| Fidelity Mid Cap Index N/R | — | — | — | $73K | 0.4% | |
| Fidelity Total Intl Index N/R | — | — | — | $48K | 0.2% | |
| Fidelity Small Cap Index N/R | — | — | — | $41K | 0.2% | |
| American Funds American Funds New World R6 N/R | — | — | — | $33K | 0.2% | |
| Dodge & Cox Dodge & Cox Income N/R | — | — | — | $29K | 0.1% | |
| Allspring Mid Cap Value I N/R | — | — | — | $24K | 0.1% | |
| Vanguard Inf-Protected Secs Adm N/R | — | — | — | $9K | <0.1% | |
| Vanguard International Value N/R | — | — | — | $7K | <0.1% | |
| Vanguard Intl Val | — | — | — | $7K | <0.1% | |
| PIMCO Diversified Income Instl N/R | — | — | — | $5K | <0.1% |
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