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Original filing (PDF)20251014095639NAL0002458241001
VINYLMAX LLC
Form 5500
FILING_RECEIVED
VINYLMAX, LLC PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
225
Accounts w/ balance
229
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 119% 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 VINYLMAX LLC.
Plan sponsor
Name
VINYLMAX LLC
EIN
31-1564962
Address
2921 MCBRIDE COURT · HAMILTON, OH · 450115420
Phone
(513) 772-2247
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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BARNES DENNIG & CO., LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CORPORATION OF AMERICA | 31-1360674 | — | NONE | $36K | — |
| PCA INVESTMENT ADVISORY SERVICES | 59-3766965 | — | NONE | $25K | — |
| BARNES DENNIG & CO., LTD | 31-1119890 | — | NONE | $12K | — |
Investments
25 direct securities · 1 pooled fund· $11.5M(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
$11.3M
25 holdings
Common Collective Trust
$178K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS EMERGING GROWTH FD - R5 | — | — | — | $1.7M | 14.6% | |
| FIDELITY ADVISOR TOTAL BOND Z | — | — | — | $912K | 7.9% | |
| COLUMBIA CONTRARIAN CORE Y | — | — | — | $870K | 7.6% | |
| COLUMBIA DIVIDEND INCOME FUND | — | — | — | $820K | 7.1% | |
| ALLSPRING SPECIAL MID CAP VALUE FUND R6 | — | — | — | $763K | 6.6% | |
| PIMCO GNMA FUND INSTL(134) $100K | — | — | — | $654K | 5.7% | |
| FIDELITY FREEDOM INDEX 2045 INSTL PREM | — | — | — | $604K | 5.3% | |
| DELAWARE IVY MID CAP GROWTH FUND R6 | — | — | — | $568K | 4.9% | |
| VANGUARD 500 INDEX FUND - ADMR | — | — | — | $544K | 4.7% | |
| COLUMBIA BALANCED - Y | — | — | — | $543K | 4.7% | |
| DFA LARGE CAP INTERNATIONAL | — | — | — | $523K | 4.6% | |
| FIDELITY AD INT SM CP CL I | — | — | — | $449K | 3.9% | |
| VANGUARD EXPLORER AMD | — | — | — | $432K | 3.8% | |
| FIDELITY FREEDOM INDEX 2050 INSTL PREM | — | — | — | $427K | 3.7% | |
| FIDELITY FREEDOM INDEX 2040 INSTL PREM | — | — | — | $393K | 3.4% | |
| PARTICIPANT LOANS | — | — | — | $316K | 2.7% | |
| DFA US TARGETED VALUE 1 | — | — | — | $262K | 2.3% | |
| WELLS FARGO STABLE VALUE FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $178K | 1.6% | |
| PIMCO INCOME FD INSTL | — | — | — | $138K | 1.2% | |
| FIDELITY FREEDOM INDEX 2060 INSTL PREM | — | — | — | $125K | 1.1% | |
| FIDELITY FREEDOM INDEX 2030 INSTL PREM | — | — | — | $98K | 0.9% | |
| FIDELITY FREEDOM INDEX 2055 INSTL PREM | — | — | — | $86K | 0.8% | |
| FIDELITY FREEDOM INDEX 2065 INSTL PREM | — | — | — | $32K | 0.3% | |
| FIDELITY FREEDOM INDEX 2035 INSTL PREM | — | — | — | $29K | 0.3% | |
| FIDELITY FREEDOM INDEX 2025 INSTL PREM | — | — | — | $20K | 0.2% | |
| FIDELITY FREEDOM INDEX 2020 INSTL PREM | — | — | — | $7K | <0.1% |
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