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Original filing (PDF)20250926093441NAL0009960544001
THE KIEMLE HANKINS COMPANY
Form 5500
FILING_RECEIVED
THE KIEMLE HANKINS COMPANY EMPLOYEE 'S 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
104
Accounts w/ balance
125
Plan assets (EOY)
$23.3M
Net assets (EOY)
$23.3M
How this plan invests
This plan
1 pooled trust
Schedule D
57 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE KIEMLE HANKINS COMPANY.
Plan sponsor
Name
THE KIEMLE HANKINS COMPANY
EIN
34-4277500
Address
94 H. STREET · PERRYSBURG, OH · 43551
Phone
(419) 661-2430
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
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
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 93-0987232 | — | BROKER/DEALER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $5K | — |
Investments
48 direct securities · 1 pooled fund· $50.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$29.4M
48 holdings
Pooled Separate Account
$21.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $21.2M | 90.8% | |
| Fidelity VIP Growth Portfolio | — | — | — | $2.5M | 10.5% | |
| Voya Retirement Insurance and Annuity Company Unallocated investment contract - Voya Fixed Income | — | — | — | $2.0M | 8.5% | |
| Voya Large Cap Growth Portfolio | — | — | — | $1.7M | 7.4% | |
| Voya Index Plus LargeCap Prt I Registered Investment Company | — | — | — | $1.7M | 7.3% | |
| VY TRwPr Grw Eqty Pt I Registered Investment Company | — | — | — | $1.3M | 5.8% | |
| VY T. Rowe Price Growth Equity Portfolio | — | — | — | $1.3M | 5.8% | |
| Voya Fixed Account Insurance Company General Account | — | — | — | $1.3M | 5.7% | |
| American Funds Nw Prspctv R3 Registered Investment Company | — | — | — | $1.1M | 4.6% | |
| American Funds New Prospective Fund | — | — | — | $1.1M | 4.6% | |
| Fidelity VIP Equity Income Portfolio | — | — | — | $930K | 4.0% | |
| Voya Index Solution 2055 Portfolio | — | — | — | $864K | 3.7% | |
| American Funds Washington Mutual Investors Fund | — | — | — | $862K | 3.7% | |
| Fidelity VIP Contrafund Portfolio | — | — | — | $771K | 3.3% | |
| Voya Intermediate Bond Portfolio | — | — | — | $727K | 3.1% | |
| VY TRwPr Divr MdCp Gr Pt I Registered Investment Company | — | — | — | $678K | 2.9% | |
| VY T. Rowe Price Diversified MidCap Growth Port | — | — | — | $678K | 2.9% | |
| Voya Indx Solution 2025 P Adv Registered Investment Company | — | — | — | $669K | 2.9% | |
| Voya Index Plus SmallCap Prt I Registered Investment Company | — | — | — | $652K | 2.8% | |
| Voya Fixed Account A Insurance Company General Account | — | — | — | $650K | 2.8% | |
| Baron Funds Growth Fund | — | — | — | $582K | 2.5% | |
| Voya Insights Global Portfolio | — | — | — | $581K | 2.5% | |
| American Funds Growth Fund | — | — | — | $569K | 2.4% | |
| Voya Index Solution 2035 Portfolio | — | — | — | $499K | 2.1% | |
| Voya Index Solution 2050 Portfolio | — | — | — | $408K | 1.8% | |
| VY Invesco Equity and Income Portfolio | — | — | — | $406K | 1.7% | |
| VY Invesco Eqty & Inc Pt I Registered Investment Company | — | — | — | $406K | 1.7% | |
| Voya Index Solution 2040 Portfolio | — | — | — | $392K | 1.7% | |
| Voya Index Plus Mid Cap Portfolio | — | — | — | $389K | 1.7% | |
| Voya Balanced Income Port | — | — | — | $381K | 1.6% | |
| Voya Government Money Market Portfolio | — | — | — | $337K | 1.4% | |
| Dodge & Cox International Stock Fund | — | — | — | $311K | 1.3% | |
| Voya Retirement Insurance and Annuity Company Allspring Special Small Cap Value Fund A | — | — | — | $302K | 1.3% | |
| party date,rate of interest, collateral, par, or maturity date Allspg Spec SmCp Vl Fd A Registered Investment Company | — | — | — | $302K | 1.3% | |
| Voya Glo Hi Div Low Vol Prtf I Registered Investment Company | — | — | — | $279K | 1.2% | |
| Pioneer MdCp Value VCT Port I Registered Investment Company | — | — | — | $254K | 1.1% | |
| Voya High Yield Portfolio | — | — | — | $192K | 0.8% | |
| Voya Index Solution 2045 Portfolio | — | — | — | $188K | 0.8% | |
| 9.50 percent - | — | — | — | $176K | 0.8% | |
| LOAN FUND Participant Loans - Rates 4.25% to 9.50% | — | — | — | $176K | 0.8% | |
| Voya Global Bond Portfolio | — | — | — | $129K | 0.6% | |
| Voya Index Solution Income Port | — | — | — | $121K | 0.5% | |
| Voya Index Solution 2060 Portfolio | — | — | — | $115K | 0.5% | |
| PIMCO VIT Real Return Portfolio | — | — | — | $85K | 0.4% | |
| American Funds Cap Wld G&I R3 Registered Investment Company | — | — | — | $81K | 0.3% | |
| American Funds Capital World Growth & Income | — | — | — | $81K | 0.3% | |
| American Funds EuroPacific Fund | — | — | — | $51K | 0.2% | |
| Voya Index Solution 2030 Portfolio | — | — | — | $30K | 0.1% | |
| Voya Index Solution 2065 Portfolio | — | — | — | $19K | <0.1% |