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Original filing (PDF)20251015143846NAL0005155745001
VIBRANTZ CORPORATION
Form 5500
FILING_RECEIVED
VIBRANTZ 401(K) PLAN
401(k) retirement plan
Signals · 2
33% in single holdingNo recordkeeper disclosed
Active participants
927
Accounts w/ balance
1,497
Plan assets (EOY)
$253.2M
Net assets (EOY)
$253.2M
How this plan invests
This plan
21 pooled trusts
Schedule D
25 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Spartan 500 Index Pool C Collective Trust Funds" is 33% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIBRANTZ CORPORATION.
Plan sponsor
Name
VIBRANTZ CORPORATION
EIN
34-0217820
Address
16945 NORTHCHASE DR · SUITE 2000 · HOUSTON, TX · 77060
Phone
(216) 875-5600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
031
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
WEYRICH, CRONIN & SORRA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsLegal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAFT STETTINIUS & HOLLISTER LLP | — | CINCINNATI, OH | ATTORNEY | $10K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $117K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $16K | — |
Investments
5 direct securities · 21 pooled funds· $253.1M(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.
Common Collective Trust
$241.1M
21 holdings
Uncategorized
$12.0M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SPARTAN 500 INDEX POOL C FIDELITY INVESTMENTS · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $83.0M | 32.8% | |
| SPARTAN EXTENDED MARKET INDEX CIT C FIDELITY COLLECTIVE TRUST FUNDS · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $27.3M | 10.8% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $22.5M | 8.9% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $14.2M | 5.6% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $13.3M | 5.3% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $13.0M | 5.1% | |
| ACADIAN ALL COUNTRY WLD EX US EQ F SEI TRUST COMPANY · EIN 47-3984728 / PN 081 | Common Collective Trust | — | — | $12.1M | 4.8% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $11.5M | 4.5% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $9.4M | 3.7% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $7.9M | 3.1% | |
| JHANCOCK CORE PLUS FIXED INCOME TRU JOHN HANCOCK · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $6.4M | 2.5% | |
| DFA US Targeted Value I Mutual Funds | — | — | — | $4.6M | 1.8% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.6% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.6% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.4% | |
| WILLIAM BLAIR SMALL MID CAP GROWTH GLOBAL TRUST COMPANY - WILLIAM BLAIR · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $3.5M | 1.4% | |
| Interest rates ranging from * Participant Loans 3.25% to 9.5%; Maturity dates - 0 - | — | — | — | $2.5M | 1.0% | |
| Voya Fixed Account Fixed Annuities | — | — | — | $2.1M | 0.8% | |
| SPARTAN TOTAL INTL INDEX CIT CLASS FIDELITY COLLECTIVE TRUST FUNDS · EIN 82-6293122 / PN 014 | Common Collective Trust | — | — | $1.8M | 0.7% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.7% | |
| Fidelity US Bond Index Mutual Funds | — | — | — | $1.7M | 0.7% | |
| STATE ST REAL ASSET NL CL C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| Empower SDB Self Directed Brokerage Accounts | — | — | — | $1.1M | 0.4% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $554K | 0.2% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7038453 / PN 001 | Common Collective Trust | — | — | $97K | <0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |