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Original filing (PDF)20251003123756NAL0000806803001
KENAN ADVANTAGE GROUP, INC.
Form 5500
FILING_RECEIVED
THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,717
Accounts w/ balance
4,102
Plan assets (EOY)
$277.9M
Net assets (EOY)
$277.9M
How this plan invests
This plan
16 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
80
Knocking points off
- 17 bps in Schedule C fees — 73% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENAN ADVANTAGE GROUP, INC..
Plan sponsor
Name
KENAN ADVANTAGE GROUP, INC.
EIN
34-1950439
Address
4366 MT PLEASANT ST NW · NORTH CANTON, OH · 44720
Phone
(800) 675-1092
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
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)
Audit & trust (Schedule H)
Auditor
415 GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC | 36-3109431 | — | INVESTMENT ADVISORY | $63K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $392K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 415 GROUP | 34-1341400 | — | ACCOUNTANT | $27K | — |
Investments
23 direct securities · 16 pooled funds· $355.9M(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
$174.8M
15 holdings
Registered Investment Companies
$64.3M
11 holdings
Common Collective Trusts
$53.4M
8 holdings
Uncategorized
$44.0M
3 holdings
Pooled Separate Accounts
$19.3M
1 holding
Pooled Separate Account
$120K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA TARGET RET 2025 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 315 | Common Collective Trust | — | $0 | $34.0M | 12.2% | |
| SSGA TARGET RET 2030 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 316 | Common Collective Trust | — | $0 | $30.6M | 11.0% | |
| Insurance Company GeneralPRIN FIXED INC GUAR OPTION | — | — | $0 | $25.6M | 9.2% | |
| SSGA TARGET RET 2035 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 317 | Common Collective Trust | — | $0 | $19.9M | 7.1% | |
| SSGA TARGET RET 2020 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 314 | Common Collective Trust | — | — | $19.3M | 6.9% | |
| sPRIN LIQUID ASSETS SEP ACCT-Z | Pooled Separate Accounts | — | $0 | $19.3M | 6.9% | |
| HARBOR CAPITAL APPREC CIT CL R HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $18.3M | 6.6% | |
| Insurance Company GeneralPrincipal Guaranteed Option | — | — | $0 | $18.3M | 6.6% | |
| Vanguard Ret Savings Tr IV | Common Collective Trusts | — | $0 | $16.8M | 6.0% | |
| SSGA TARGET RET 2040 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 318 | Common Collective Trust | — | — | $15.5M | 5.6% | |
| Vanguard Ext Mk Index Adm Fd | Registered Investment Companies | — | $0 | $15.5M | 5.6% | |
| LOOMIS SAYLES COR PL FI INC F | Common Collective Trusts | — | $0 | $10.8M | 3.9% | |
| SSGA TARGET RET 2045 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 319 | Common Collective Trust | — | — | $10.2M | 3.7% | |
| Vanguard Instl Idx Instl Fund | Registered Investment Companies | — | $0 | $10.2M | 3.7% | |
| SSGA TARGET RET INC VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 326 | Common Collective Trust | — | — | $8.4M | 3.0% | |
| HARBOR CAPITAL APPREC CIT CL R | Common Collective Trusts | — | $0 | $8.4M | 3.0% | |
| Transamerica Md Cp Vl Opp I Fd | Registered Investment Companies | — | $0 | $8.3M | 3.0% | |
| DFA US SMCAP VALUE I FUND | Registered Investment Companies | — | $0 | $7.8M | 2.8% | |
| SSGA TARGET RET 2050 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 320 | Common Collective Trust | — | $0 | $7.4M | 2.7% | |
| Am Fds EuroPacific Grth R6 Fd | Registered Investment Companies | — | $0 | $6.9M | 2.5% | |
| Baron Growth Instl Fund | Registered Investment Companies | — | $0 | $6.5M | 2.3% | |
| SSgA Target Ret 2055 VI Fd | Common Collective Trusts | — | $0 | $6.3M | 2.3% | |
| Fidelity Contrafund K6 Fund | Registered Investment Companies | — | $0 | $6.3M | 2.3% | |
| LOOMIS SAYLES COR PL FI INC F LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $6.3M | 2.3% | |
| SSgA Target Ret 2045 VI Fd | Common Collective Trusts | — | $0 | $5.2M | 1.9% | |
| SSGA TARGET RET 2055 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 325 | Common Collective Trust | — | $0 | $3.6M | 1.3% | |
| SSgA Target Ret 2065 VI Fd | Common Collective Trusts | — | $0 | $2.3M | 0.8% | |
| Dodge & Cox Stock X Fund | Registered Investment Companies | — | $0 | $2.3M | 0.8% | |
| SSgA Target Ret 2050 VI Fd | Common Collective Trusts | — | $0 | $1.9M | 0.7% | |
| SSgA Target Ret 2060 VI Fd | Common Collective Trusts | — | $0 | $1.7M | 0.6% | |
| SSGA TARGET RET 2060 VI FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 454 | Common Collective Trust | — | $0 | $1.2M | 0.4% | |
| Vgd Ttl Intl Stk Idx Inst Fund | Registered Investment Companies | — | $0 | $304K | 0.1% | |
| SSGA TARGET RET 2065 VI FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 049 | Common Collective Trust | — | — | $201K | <0.1% | |
| Vanguard MidCp Grth Idx Adm Fd | Registered Investment Companies | — | $0 | $201K | <0.1% | |
| Participant Loans | — | — | $0 | $120K | <0.1% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $120K | <0.1% | |
| VANGUARD RET SAVINGS TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $1K | <0.1% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Registered Investment Companies | — | $0 | $1K | <0.1% | |
| HARBOR CAPITAL APPREC CIT CL 5 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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