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Original filing (PDF)20250821123129NAL0007258384001
KNAUF INSULATION, INC.
Form 5500
FILING_RECEIVED
KNAUF INSULATION RETIREMENT PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
1,398
Accounts w/ balance
1,693
Plan assets (EOY)
$179.9M
Net assets (EOY)
$179.9M
How this plan invests
This plan
5 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard VANGUARD TOTAL STOCK MARKET IDX INSTL" is 28% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KNAUF INSULATION, INC..
Plan sponsor
Name
KNAUF INSULATION, INC.
EIN
38-2560723
Address
ONE KNAUF DRIVE · SHELBYVILLE, IN · 46176
Phone
(317) 398-4434
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
2025-08-21
Pension benefit codes
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)
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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $158K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL STRATEGIES INVESTMENT GROUP | — | OAKBROOK TERRACE, IL | INVESTMENT ADVISOR | $43K | — |
Investments
24 direct securities · 5 pooled funds· $182.9M(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
$176.6M
24 holdings
Pooled Separate Account
$6.3M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard TOTAL STOCK MARKET IDX INSTL | — | — | — | $50.6M | 28.1% | |
| Empower GUARANTEED INCOME FUND | — | — | — | $18.8M | 10.4% | |
| NYLI WINSLOW LARGE CAP GROWTH R6 | — | — | — | $16.8M | 9.4% | |
| Vanguard TOTAL INTL STOCK INDEX INSTL | — | — | — | $13.5M | 7.5% | |
| PIMCO TOTAL RETURN INSTL | — | — | — | $12.7M | 7.1% | |
| JP Morgan JPMORGAN EQUITY INCOME R6 | — | — | — | $10.8M | 6.0% | |
| Loomis Sayles LOOMIS SAYLES STRATEGIC INCOME N | — | — | — | $8.3M | 4.6% | |
| Vanguard INTERNATIONAL GROWTH ADM | — | — | — | $5.5M | 3.0% | |
| Maturities through August 2054 - | — | — | — | $4.8M | 2.6% | |
| Hartford MIDCAP R6 | — | — | — | $4.1M | 2.3% | |
| T. Rowe T. ROWE PRICE INTL VALUE EQUITY I | — | — | — | $4.1M | 2.3% | |
| JP Morgan JPMORGAN MID CAP VALUE R6 | — | — | — | $3.6M | 2.0% | |
| Invesco GLOBAL REAL ESTATE R6 | — | — | — | $2.8M | 1.6% | |
| Invesco DEVELOPING MARKETS R6 | — | — | — | $2.8M | 1.6% | |
| Loomis Sayles LOOMIS SAYLES SMALL CAP GROWTH N | — | — | — | $2.7M | 1.5% | |
| Vanguard INFLATION-PROTECTED SECS ADM | — | — | — | $2.6M | 1.5% | |
| Dodge & Cox DODGE & COX BALANCED - I | — | — | — | $2.4M | 1.3% | |
| Goldman Sachs GOLDMAN SACHS SMALL CAP VALUE R6 | — | — | — | $2.4M | 1.3% | |
| PIMCO COMMODITY REAL RET STRAT INSTL | — | — | — | $2.2M | 1.2% | |
| T. Rowe T. ROWE PRICE INTERNATIONAL DISCOVERY I | — | — | — | $2.1M | 1.2% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $1.8M | 1.0% | |
| INCOMEFLEX SELECT AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $1.3M | 0.7% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $1.2M | 0.7% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $1.2M | 0.6% | |
| Empower INCOMEFLEX SELECT INCOME & EQUITY FUND | — | — | — | $1.2M | 0.6% | |
| Empower INCOMEFLEX SELECT BALANCED FUND | — | — | — | $784K | 0.4% | |
| INCOMEFLEX SELECT GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512 | Pooled Separate Account | — | — | $728K | 0.4% | |
| Empower INCOMEFLEX SELECT INCOME & EQUITY FUND | — | — | — | $669K | 0.4% | |
| Empower INCOMEFLEX SELECT BALANCED FUND | — | — | — | $451K | 0.3% |
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