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Original filing (PDF)20251015142803NAL0006423808001
KREBER GRAPHICS, INC.
Form 5500
FILING_RECEIVED
KREBER GRAPHICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
107
Accounts w/ balance
147
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.4M
How this plan invests
This plan
6 pooled trusts
Schedule D
20 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
- 44 bps in Schedule C fees — 52% 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 KREBER GRAPHICS, INC..
Plan sponsor
Name
KREBER GRAPHICS, INC.
EIN
31-4364062
Address
2580 WESTBELT DRIVE · COLUMBUS, OH · 43228
Phone
(614) 529-5701
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WINKEL GREEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $29K | — |
| KREBER | 31-4364062 | — | NONE | $26K | — |
| BUCKINGHAM ASSET MANAGEMENT | 20-8306720 | — | NONE | $18K | — |
| MORNINGSTAR INC | 36-3297908 | — | NONE | $13K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4 | — |
Investments
15 direct securities · 6 pooled funds· $19.4M(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.
Uncategorized
$13.8M
15 holdings
Common Collective Trust
$5.6M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL MARKET INDEX Registered Investment Company | — | — | — | $2.7M | 13.8% | |
| FIDELITY SHORT TERM BD INDEX Registered Investment Company | — | — | — | $2.0M | 10.1% | |
| VANGUARD INTERNATL VALUE Registered Investment Company | — | — | — | $1.9M | 9.9% | |
| LOOMIS SAYLES INV GRADE BND N Registered Investment Company | — | — | — | $1.7M | 8.6% | |
| AB US LARGE CAP GROWTH CIT ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 007 | Common Collective Trust | — | — | $1.6M | 8.2% | |
| COHEN & STEERS COLLEC INVEST TRUST SEI TRUST COMPANY · EIN 46-3411345 / PN 064 | Common Collective Trust | — | — | $1.5M | 7.8% | |
| PUTNAM LARGE CAP VALUE IA PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.0M | 5.4% | |
| T. ROWE PRICE STB VAL COMMON TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.0M | 5.2% | |
| FIDELITY MID CAP INDEX Registered Investment Company | — | — | — | $993K | 5.1% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $970K | 5.0% | |
| AMERICAN FUNDS NEW WORLD R6 Registered Investment Company | — | — | — | $569K | 2.9% | |
| MFS MID CAP VALUE R6 Registered Investment Company | — | — | — | $568K | 2.9% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $562K | 2.9% | |
| AMERICAN BALANCED FUND R6 Registered Investment Company | — | — | — | $523K | 2.7% | |
| FRANKLIN SMALL MID CAP GR ADV Registered Investment Company | — | — | — | $488K | 2.5% | |
| FEDERATED HERMES HIGH YIELD BOND M GREAT GRAY TRUST COMPANY · EIN 38-4116830 / PN 507 | Common Collective Trust | — | — | $435K | 2.2% | |
| AMCENT SMALL CAP VALUE R6 Registered Investment Company | — | — | — | $370K | 1.9% | |
| PARTICIPANT LOANS (3.25% - 8.50%) | — | — | — | $248K | 1.3% | |
| TROWE QM US SMALLCAP GRTH EQ I Registered Investment Company | — | — | — | $175K | 0.9% | |
| FIDELITY US BOND INDEX Registered Investment Company | — | — | — | $119K | 0.6% | |
| M & N DISCIP VAL COLLEC INV TR EXETER TRUST COMPANY · EIN 02-0476209 / PN 059 | Common Collective Trust | — | — | $0 | <0.1% |
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