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Original filing (PDF)20251009114439NAL0006927297001
MOLEX, LLC
Form 5500
FILING_RECEIVED
MOLEX RETIREMENT AND SAVINGS PLAN
401(k) retirement plan
Signals · 3
1 failed disclosure26% in single holding7 service providers
Active participants
6,224
Accounts w/ balance
8,786
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
1 pooled trust
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
85
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "SP 500 INDEX PL CL G" is 26% of plan.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOLEX, LLC.
Plan sponsor
Name
MOLEX, LLC
EIN
36-2369491
Address
2222 WELLINGTON COURT · LISLE, IL · 60532
Phone
(630) 969-4550
Industry
Manufacturingsee all
Plan administrator
Name
KOCH BENEFITS ADMINISTRATIVE COMMITTEE
EIN
20-3661223
City
WICHITA, KS
Phone
(404) 652-2109
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| ALIGHT FINANCIAL SERVICES | 82-1061233 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $255K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | INVESTMENT ADVISOR | $8K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTANT/AUDITOR | $22K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY | $16K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
14 direct securities · 1 pooled fund· $2.5B(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.
Master Trust
$1.3B
1 holding
Uncategorized
$1.3B
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| KOCH COMPANIES DC MASTER TRUST KOCH COMPANIES, LLC · EIN 27-0627941 / PN 001 | Master Trust | — | — | $1.3B | 97.6% | |
| SP 500 INDEX PL CL G | — | — | — | $329.8M | 25.3% | |
| FIAM US BOND INX G | — | — | — | $131.0M | 10.1% | |
| FID SHORT INT ENHCD COMM POOL | — | — | — | $112.9M | 8.7% | |
| FID FRDM INX 2030 C | — | — | — | $93.2M | 7.1% | |
| SP LC VALUE INDEX G | — | — | — | $84.6M | 6.5% | |
| FID FRDM INX 2035 C | — | — | — | $82.6M | 6.3% | |
| FID FRDM INX 2040 C | — | — | — | $79.9M | 6.1% | |
| SP TTL MRKT IDX CL G | — | — | — | $71.6M | 5.5% | |
| SP MID CAP IDX CL K | — | — | — | $70.5M | 5.4% | |
| SP GLB EXUS IDX CL G | — | — | — | $64.4M | 4.9% | |
| SP SMALL CP IND CL K | — | — | — | $56.2M | 4.3% | |
| FID FRDM INX 2050 C | — | — | — | $45.7M | 3.5% | |
| FID FRDM INX 2055 C | — | — | — | $42.6M | 3.3% | |
| FID FRDM INX 2065 C | — | — | — | $8.1M | 0.6% |
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