How big is Kewaunee Scientific Corp.'s plan?

Kewaunee Scientific Corp.'s plan reported $50.8M in assets and 524 participants for 2024.

Original filing (PDF)20251022152619NAL0002217440001

Kewaunee Scientific Corp.

Name: Kewaunee Scientific Corp. — 401(k) Incentive Savings, Form 5500 (2024)
Creator: Kewaunee Scientific Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) Incentive Savings Plan for Salaried and Hourly Employees of Kewaunee Scientific Corporation

401(k) retirement plan · Kewaunee Scientific Corp.'s 401(k) Incentive Savings Plan for Salaried and Hourly Employees of Kewaunee Scientific Corporation held $50.8M in plan assets for 524 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

524

Accounts w/ balance

447

Plan assets (EOY)

$50.8M

Net assets (EOY)

$50.8M

People on this filing

BETH Phillips signed Kewaunee Scientific Corp.'s 2024 Form 5500 as plan administrator.

BETH Phillips — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kewaunee Scientific Corp.'s EIN is 38-0715562.

EIN 38-0715562

Plan number 006

Plan year 2024

ACK ID 20251022152619NAL0002217440001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kewaunee Scientific Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kewaunee Scientific Corp.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEWAUNEE SCIENTIFIC CORP..

Finding similar companies…

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Below-peer total plan cost (99th percentile).

Plan sponsor

Name

KEWAUNEE SCIENTIFIC CORP.

EIN

all filings

Address

PO BOX 1842 · STATESVILLE, NC · 28687

Phone

(704) 873-7202

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-22

Pension benefit codes

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

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$54K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP KESTRA ADVISORY SERVICES	35-2552359	—	INVESTMENT ADVISOR	$24K	—
STRATEGIC ADVISORS, INC.

Investments

33 direct securities· $50.8M(100% of reported assets)

Mutual Funds

$41.2M

26 holdings

Other securities

$7.1M

6 holdings

Common Collective Trusts

$2.5M

1 holding

					% of plan
Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$8.5M	16.7%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$5.1M	10.0%
Fidelity Contrafund Fund	Mutual Funds	—	—	$4.7M	9.2%
Fidelity Freedom K 2030	Mutual Funds	—	—	$4.2M	8.2%
Fidelity Freedom K 2035	Mutual Funds	—	—	$2.6M	5.1%
T. Rowe Price T. Rowe Price Dividend Growth Fund Advisor Class	Other securities	—	—	$2.6M	5.1%
Fidelity 500 Index	Common Collective Trusts	—	—	$2.5M	4.9%
Fidelity Freedom K 2040	Mutual Funds	—	—	$2.2M	4.3%
Fidelity Freedom K 2025	Mutual Funds	—	—	$1.7M	3.3%
Fidelity Freedom K 2050	Mutual Funds	—	—	$1.6M	3.2%
J.P. Morgan JPMorgan Mid Cap Value Fund Class R6	Other securities	—	—	$1.5M	2.9%
March 2034.	Other securities	—	—	$1.3M	2.5%
Fidelity Freedom K 2055	Mutual Funds	—	—	$1.3M	2.5%
Fidelity Puritan Fund	Mutual Funds	—	—	$1.2M	2.3%
Fidelity US Bond Index	Mutual Funds	—	—	$1.1M	2.3%
J.P. Morgan JPM US Value R6	Other securities	—	—	$1.1M	2.2%
Fidelity International Discovery Fund	Mutual Funds	—	—	$1.1M	2.2%
Fidelity Freedom K 2045	Mutual Funds	—	—	$898K	1.8%
Fidelity Freedom K 2015	Mutual Funds	—	—	$799K	1.6%
Fidelity Small Cap Growth	Mutual Funds	—	—	$727K	1.4%
Fidelity Strategic Income Fund	Mutual Funds	—	—	$709K	1.4%
PIMCO OMBS PIM REAL Return INST	Mutual Funds	—	—	$531K	1.0%
PIMCO PIM RAE US SM I	Mutual Funds	—	—	$514K	1.0%
Fidelity Freedom K 2020	Mutual Funds	—	—	$436K	0.9%
Fidelity Total International Index	Mutual Funds	—	—	$425K	0.8%
Carillon Tower CRLN E Mid Capital GR 1	Other securities	—	—	$378K	0.7%
Fidelity Freedom K 2060	Mutual Funds	—	—	$359K	0.7%
Metropolitan West Metropolitan West Total Return Bd M	Other securities	—	—	$339K	0.7%
Fidelity Freedom K Income	Mutual Funds	—	—	$230K	0.5%
Fidelity Extended Market Index	Mutual Funds	—	—	$136K	0.3%
Fidelity Freedom K 2010	Mutual Funds	—	—	$84K	0.2%
Fidelity Freedom K 2065	Mutual Funds	—	—	$67K	0.1%
Fidelity Intl Small Capital OPP	Mutual Funds	—	—	$51K	<0.1%