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Original filing (PDF)20251014084622NAL0005149970001
FLEX-N-GATE OKLAHOMA LLC
Form 5500
FILING_RECEIVED
FLEX-N-GATE OKLAHOMA UNION #985 401(K) PLAN
401(k) retirement plan
Active participants
384
Accounts w/ balance
290
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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 (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLEX-N-GATE OKLAHOMA LLC.
Plan sponsor
Name
FLEX-N-GATE OKLAHOMA LLC
EIN
37-1415608
Address
502 E ANTHONY DRIVE · URBANA, IL · 61802
Phone
(217) 384-6600
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $5K | — |
Investments
30 direct securities · 1 pooled fund· $8.4M(96% 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
$8.1M
30 holdings
Common Collective Trust
$285K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Small Cap Index Institutional | — | — | — | $1.1M | 12.9% | |
| Vanguard Equity Income Admiral | — | — | — | $740K | 8.4% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $705K | 8.0% | |
| Vanguard Mid Cap Index Institutional | — | — | — | $539K | 6.1% | |
| American Balanced Fund | — | — | — | $443K | 5.0% | |
| Vanguard Institutional Target Retirement 2040 | — | — | — | $435K | 4.9% | |
| American Capital World Growth & Income R6 | — | — | — | $395K | 4.5% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $375K | 4.3% | |
| Vanguard Institutional Target Retirement 2030 | — | — | — | $374K | 4.3% | |
| Vanguard Institutional Target Retirement 2060 | — | — | — | $312K | 3.6% | |
| Vanguard Institutional Target Retirement 2055 | — | — | — | $308K | 3.5% | |
| Vanguard Institutional Target Retirement 2035 | — | — | — | $286K | 3.2% | |
| VANGARD RETIREMENT SAVINGS TRUST IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $285K | 3.2% | |
| Pioneer Bond K | — | — | — | $263K | 3.0% | |
| Vanguard Institutional Target Retirement 2050 | — | — | — | $241K | 2.7% | |
| American Century Strategic Allocation : Conservative | — | — | — | $235K | 2.7% | |
| American Century Aggressive R6 | — | — | — | $209K | 2.4% | |
| American Century Small Cap Growth R6 | — | — | — | $207K | 2.4% | |
| Vanguard Institutional Target Retirement 2025 | — | — | — | $205K | 2.3% | |
| Vanguard Institutional Target Retirement 2045 | — | — | — | $184K | 2.1% | |
| Vanguard Total Stock Market Index Admiral Institutional | — | — | — | $157K | 1.8% | |
| JP Morgan International Equity I R6 | — | — | — | $92K | 1.1% | |
| Vanguard Institutional Target Retirement 2065 | — | — | — | $63K | 0.7% | |
| American Century Moderate Fund | — | — | — | $59K | 0.7% | |
| Vanguard Institutional Target Retirement 2020 | — | — | — | $47K | 0.5% | |
| JP Morgan U.S. Small Company | — | — | — | $43K | 0.5% | |
| JP Morgan U.S. Researched Enhanced Equity | — | — | — | $27K | 0.3% | |
| Vanguard Retirement Income | — | — | — | $26K | 0.3% | |
| Vanguard Developing Markets Index | — | — | — | $22K | 0.3% | |
| Undiscovered Managers Behavioral Value | — | — | — | $10K | 0.1% | |
| Vanguard Total Bond Market Index Institutional | — | — | — | $8K | <0.1% |
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