Original filing (PDF)20250826090312NAL0016780866001

Orafol Americas Inc.

Name: Orafol Americas Inc. — Orafol Americas Inc. 401(k), Form 5500 (2024)
Creator: Orafol Americas Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Orafol Americas Inc. 401(k) Retirement Plan

401(k) retirement plan · Orafol Americas Inc.'s Orafol Americas Inc. 401(k) Retirement Plan held $88.9M in plan assets for 827 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

827

Accounts w/ balance

931

Plan assets (EOY)

$88.9M

Net assets (EOY)

$88.9M

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORAFOL AMERICAS INC..

Plan sponsor

Name

ORAFOL AMERICAS INC.

EIN

35-2237537all filings

Address

120 DARLING DRIVE · AVON, CT · 06001

Phone

(860) 676-7100

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3H · Sponsor in controlled / affiliated group

2K · 401(m) arrangement

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$24K	—

Accountant / Auditor

Investments

36 direct securities· $88.9M(100% of reported assets)

Mutual Funds

$70.6M

22 holdings

Common Collective Trusts

$11.4M

8 holdings

Self-Directed Brokerage

$3.4M

1 holding

Common Stocks

$1.4M

2 holdings

Other securities

$1.1M

2 holdings

Bonds / Notes

$964K

1 holding

					% of plan
Fidelity Management Trust Company Fidelity Growth Company Fund Class K a	Mutual Funds	—	—	$9.9M	11.1%
Fidelity Management Trust Company Fidelity Freedom 2030 K Fund a	Mutual Funds	—	—	$9.7M	11.0%
Fidelity Management Trust Company Fidelity Freedom 2035 K Fund a	Mutual Funds	—	—	$8.5M	9.5%
Fidelity Management Trust Company Fidelity Freedom 2025 K Fund a	Mutual Funds	—	—	$8.2M	9.2%
Fidelity Management Trust Company Fidelity 500 Index Fund a	Common Collective Trusts	—	—	$6.4M	7.2%
Fidelity Management Trust Company Fidelity Freedom 2040 K Fund a	Mutual Funds	—	—	$4.9M	5.5%
Fidelity Management Trust Company Fidelity Money Market Trust Government a	Mutual Funds	—	—	$4.1M	4.7%
Fidelity Management Trust Company Fidelity Freedom 2045 K Fund a	Mutual Funds	—	—	$3.7M	4.2%
BrokerageLink Self-directed BrokerageLink a	Self-Directed Brokerage	—	—	$3.4M	3.8%
Fidelity Management Trust Company Fidelity Freedom 2020 K Fund a	Mutual Funds	—	—	$3.0M	3.4%
Fidelity Management Trust Company Fidelity Freedom 2055 K Fund a	Mutual Funds	—	—	$2.9M	3.3%
Fidelity Management Trust Company Fidelity Freedom 2050 K Fund a	Mutual Funds	—	—	$2.5M	2.8%
Fidelity Management Trust Company Fidelity Capital Appreciation Fund Class K a	Mutual Funds	—	—	$2.4M	2.7%
Fidelity Management Trust Company Fidelity Dividend Growth Fund Class K a	Mutual Funds	—	—	$1.8M	2.0%
Fidelity Management Trust Company Fidelity Freedom 2060 K Fund a	Mutual Funds	—	—	$1.6M	1.8%
Fidelity Management Trust Company Fidelity U.S. Bond Index Fund a	Common Collective Trusts	—	—	$1.4M	1.6%
Fidelity Management Trust Company Fidelity Low-Priced Stock Fund Class K a	Mutual Funds	—	—	$1.4M	1.6%
Fidelity Management Trust Company Fidelity Equity Dividend Income K a	Mutual Funds	—	—	$1.4M	1.5%
Fidelity Management Trust Company Fidelity Total Bond k6 a	Mutual Funds	—	—	$1.3M	1.5%
Fidelity Management Trust Company Fidelity Freedom K Income Fund a	Mutual Funds	—	—	$1.3M	1.4%
Fidelity Management Trust Company Fidelity International Index Fund a	Common Collective Trusts	—	—	$1.2M	1.4%
Notes receivable from participants with interest * Participant Loans rates of 3.25% to 9.50% -	Bonds / Notes	—	—	$964K	1.1%
Fidelity Management Trust Company Fidelity Diversified International K Fund a	Mutual Funds	—	—	$948K	1.1%
Fidelity Management Trust Company Fidelity Extended Market Index Fund a	Common Collective Trusts	—	—	$916K	1.0%
Artisan Partners Holding LP Artisan Mid Cap Fund Investor a	Other securities	—	—	$844K	0.9%
American Beacon Advisors, Inc. American Beacon Large Cap Value Fund a	Common Stocks	—	—	$721K	0.8%
Loomis Sayles & Company Loomis Sayles Small Cap Value Fund a	Common Stocks	—	—	$692K	0.8%
Fidelity Management Trust Company Fidelity Emerging Markets Index Fund a	Common Collective Trusts	—	—	$569K	0.6%
Fidelity Management Trust Company Fidelity Freedom 2015 K Fund a	Mutual Funds	—	—	$567K	0.6%
Fidelity Management Trust Company Fidelity Freedom 2065 K Fund a	Mutual Funds	—	—	$526K	0.6%
Fidelity Management Trust Company Fidelity Small Cap Index Fund a	Common Collective Trusts	—	—	$453K	0.5%
Fidelity Management Trust Company Fidelity Inflation-Protected Bond Index Fund a	Common Collective Trusts	—	—	$325K	0.4%
Virtus Investment Partners Virtus Ceredex Mid-Cap Value Equity Fund I a	Other securities	—	—	$239K	0.3%
Fidelity Management Trust Company Fidelity Real Estate Index Fund a	Common Collective Trusts	—	—	$157K	0.2%
Fidelity Management Trust Company Fidelity Freedom 2010 K Fund a	Mutual Funds	—	—	$9K	<0.1%
Fidelity Management Trust Company Fidelity Freedom 2070 K Fund a	Mutual Funds	—	—	$7K	<0.1%