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Original filing (PDF)20250806082700NAL0006052514001
FLENDER CORPORATION
Form 5500
FILING_RECEIVED
FLENDER CORPORATION SAVINGS PLAN
401(k) retirement plan
Active participants
188
Accounts w/ balance
276
Plan assets (EOY)
$42.1M
Net assets (EOY)
$42.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLENDER CORPORATION.
Plan sponsor
Name
FLENDER CORPORATION
EIN
36-4477319
Address
1401 MADELINE LANE · ELGIN, IL · 60124
Phone
(847) 931-1990
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-06
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH & MCLENNAN COMPANIES INC | 36-2668272 | — | INVESTMENT ADVISOR | $36K | — |
Investments
21 direct securities · 2 pooled funds· $42.2M(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.
Uncategorized
$38.7M
21 holdings
Common Collective Trust
$3.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price U.S. Equity Research Fund | — | — | — | $8.2M | 19.5% | |
| BlackRock LifePath Index Retirement Class K | — | — | — | $3.7M | 8.9% | |
| BlackRock LifePath Index 2040 Fund Class K | — | — | — | $3.5M | 8.3% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $3.4M | 8.1% | |
| BlackRock LifePath Index 2030 Fund Class K | — | — | — | $2.8M | 6.5% | |
| BlackRock LifePath Index 2035 Fund Class K | — | — | — | $2.7M | 6.5% | |
| BlackRock iShares S&P 500 Index Fund Class K | — | — | — | $2.4M | 5.6% | |
| BlackRock LifePath Index 2050 Fund Class K | — | — | — | $2.3M | 5.5% | |
| BlackRock LifePath Index 2045 Fund Class K | — | — | — | $2.3M | 5.4% | |
| GW&K Investment Management AMG GW&K Small Mid Cap Core I Fund | — | — | — | $2.2M | 5.2% | |
| Hartford International Opportunities R6 Fund | — | — | — | $1.7M | 4.2% | |
| Fidelity BrokerageLink | — | — | — | $1.2M | 2.9% | |
| BlackRock iShares US Aggregate Bond Index Fund Class | — | — | — | $1.1M | 2.6% | |
| BlackRock iShares MSCI Total International Index Fund | — | — | — | $1.1M | 2.6% | |
| Prudential PGIM Total Return Bond Fund R6 | — | — | — | $964K | 2.3% | |
| BlackRock LifePath Index 2055 Fund Class K | — | — | — | $705K | 1.7% | |
| Notes receivable Maturity dates through January 2051 from participants Interest rates ranging from 3.25% to 8.50% | — | — | — | $625K | 1.5% | |
| BlackRock iShares Russell Small/Mid-Cap Index Fund | — | — | — | $484K | 1.1% | |
| BlackRock LifePath Index 2060 Fund Class K | — | — | — | $289K | 0.7% | |
| BlackRock LifePath Index 2065 Fund Class K | — | — | — | $217K | 0.5% | |
| Federate Hermes Federate Hermes Capital Preservation Fund | — | — | — | $105K | 0.2% | |
| FH CAP PRESRVN ISP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $105K | 0.2% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $12K | <0.1% |
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