Back to filter
Original filing (PDF)20250926113316NAL0009357137001
NOVOLEX HOLDINGS, LLC
Form 5500
FILING_RECEIVED
NOVOLEX TE 401(K) PLAN
401(k) retirement plan
Active participants
980
Accounts w/ balance
940
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
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)
95
/ 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
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
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 AVENUE · HARTSVILLE, SC · 29550
Phone
(843) 857-4905
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
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)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $63K | — |
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 | — | ACCOUNTANT | $11K | — |
Investments
33 direct securities· $19.5M(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 | — | — | — | $2.5M | 14.3% | |
| Insurance Company/General Account | — | — | — | $2.0M | 11.6% | |
| Transamerica Life Ins. Co. Transamerica Guaranteed Inv Option N/R | — | — | — | $2.0M | 11.6% | |
| American Funds American Funds 2055 Trgt Dt Ret R6 N/R | — | — | — | $1.0M | 6.0% | |
| Harbor Capital Appreciation Instl N/R | — | — | — | $958K | 5.5% | |
| American Funds American Funds 2040 Trgt Dt Ret R6 N/R | — | — | — | $942K | 5.4% | |
| Participant Loans Notes Receivable with interest rates of $0 | — | — | — | $906K | 5.2% | |
| American Funds American Funds 2035 Trgt Dt Ret R6 N/R | — | — | — | $903K | 5.2% | |
| American Funds American Funds 2060 Trgt Dt Ret R6 N/R | — | — | — | $862K | 4.9% | |
| Fidelity 500 Index N/R | — | — | — | $838K | 4.8% | |
| American Funds American Funds 2045 Trgt Dt Ret R6 N/R | — | — | — | $775K | 4.4% | |
| American Funds American Funds 2050 Trgt Dt Ret R6 N/R | — | — | — | $772K | 4.4% | |
| Dodge & Cox Dodge & Cox Income N/R | — | — | — | $678K | 3.9% | |
| American Funds American Funds 2025 Trgt Dt Ret R6 N/R | — | — | — | $503K | 2.9% | |
| Allspring Mid Cap Value I N/R | — | — | — | $499K | 2.9% | |
| American Funds American Funds EuroPacific Gr R6 N/R | — | — | — | $480K | 2.8% | |
| MFS Value R6 N/R | — | — | — | $478K | 2.7% | |
| American Funds American Funds 2065 Trgt N/R | — | — | — | $442K | 2.5% | |
| Vanguard Inf-Protected Secs Adm N/R | — | — | — | $433K | 2.5% | |
| Fidelity Small Cap Value N/R | — | — | — | $270K | 1.5% | |
| MFS Mid Cap Growth R6 N/R | — | — | — | $179K | 1.0% | |
| Fidelity Total International N/R | — | — | — | $176K | 1.0% | |
| Fidelity Mid Cap Index N/R | — | — | — | $143K | 0.8% | |
| State Street State Street Instl US Govt Money Market N/R | — | — | — | $140K | 0.8% | |
| Premier T. Rowe Price T. Rowe Price QM US Small-Cap Gr Eq N/R | — | — | — | $132K | 0.8% | |
| American Funds American Funds 2020 Trgt Dt Ret R6 N/R | — | — | — | $115K | 0.7% | |
| Pimco Diversified Income Instl N/R | — | — | — | $87K | 0.5% | |
| Fidelity Small Cap Index N/R | — | — | — | $45K | 0.3% | |
| Vanguard International Value N/R | — | — | — | $39K | 0.2% | |
| Vanguard Intl Val | — | — | — | $39K | 0.2% | |
| American Funds American Funds 2015 Trgt Dt Ret R6 N/R | — | — | — | $38K | 0.2% | |
| American Funds American Funds New World R6 N/R | — | — | — | $30K | 0.2% | |
| American Funds American Funds 2010 Trgt Dt Ret R6 N/R | — | — | — | $5K | <0.1% |
Related plans
Other plans using TRANSAMERICA RETIREMENT SOLUTIONS
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH 403(B) PLAN
$10.9B · 49,356 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN
$3.6B · 21,020 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
Similar-size Manufacturing plans
ARCHBOLD CONTAINER CORPORATION
ARCHBOLD CONTAINER CORPORATION 401(K) PLAN
$17.4M · 100 participants
I.D. IMAGES, LLC
I.D. IMAGES LLC RETIREMENT PLAN
$17.2M · 328 participants
CONTINENTAL ENVELOPE CORPORATION
CONTINENTAL ENVELOPE CORPORATION PROFIT SHARING PLAN
$16.9M · 92 participants
PACKAGING SERVICES OF MARYLAND, INC.
PACKAGING SERVICES OF MARYLAND, INC. 401(K) PLAN
$18.1M · 221 participants
HARRIS PACKAGING CORPORATION
HARRIS PACKAGING CORPORATION 401(K) PLAN
$18.2M · 204 participants
CENTRAL COATED PRODUCTS
CENTRAL COATED PRODUCTS, INC. 401(K) PLAN
$16.6M · 66 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants
SONOCO PRODUCTS COMPANY
SONOCO RETIREMENT & SAVINGS PLAN
$1.7B · 11,080 participants
BLUE CROSS AND BLUE SHIELD OF SOUTH CAROLINA
BLUE CROSS BLUE SHIELD OF SC EMPLOYEE SAVINGS AND SALARY REDUCTION PLAN
$1.5B · 12,890 participants