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Original filing (PDF)20251015093012NAL0008531698001
KEWAUNEE FABRICATIONS LLC
Form 5500
FILING_RECEIVED
KEWAUNEE FABRICATIONS LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
203
Accounts w/ balance
177
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.9M
How this plan invests
This plan
15 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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEWAUNEE FABRICATIONS LLC.
Plan sponsor
Name
KEWAUNEE FABRICATIONS LLC
EIN
39-1975610
Address
1917 FOUR WHEEL DRIVE · OSHKOSH, WI · 54902
Phone
(920) 502-3009
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $7K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $6K | — |
Investments
12 direct securities · 15 pooled funds· $18.9M(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.
Common Collective Trust
$9.5M
15 holdings
Uncategorized
$9.4M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $3.0M | 15.8% | |
| Vanguard Federal Money Market ** 29 Vanguard Institutional Index Fund Institutional Shares | — | — | — | $2.3M | 12.3% | |
| FIDELITY FREEDOM 2040 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $2.2M | 11.8% | |
| American Funds® Capital World Growth & Income Fund – Class R6 ** $ | — | — | — | $1.4M | 7.4% | |
| T. Rowe Price Dividend Growth Fund – Class I | — | — | — | $1.4M | 7.2% | |
| FIDELITY FREEDOM 2030 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $1.0M | 5.3% | |
| FIDELITY FREEDOM 2050 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $979K | 5.2% | |
| Fidelity Total Bond Fund – Class K6 | — | — | — | $942K | 5.0% | |
| Fidelity Balanced Fund – Class K6 | — | — | — | $888K | 4.7% | |
| JP Morgan U.S. Value Fund – Class R6 | — | — | — | $762K | 4.0% | |
| Hartford International Opportunities Fund – Class Y | — | — | — | $657K | 3.5% | |
| FID LOW PR STK POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $613K | 3.2% | |
| STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $610K | 3.2% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL CLEARBRIDGE INVESTMENTS · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $522K | 2.8% | |
| Participant Loans Interest rates varying from 3.25% to 8.50% $0 | — | — | — | $378K | 2.0% | |
| Janus Henderson Enterprise Fund – Class N | — | — | — | $232K | 1.2% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $192K | 1.0% | |
| Columbia Trust Small Cap Value II – Class 1 | — | — | — | $167K | 0.9% | |
| FIDELITY FREEDOM 2020 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $144K | 0.8% | |
| T. Rowe Price International Value Equity Fund – Class I | — | — | — | $130K | 0.7% | |
| FIDELITY FREEDOM 2055 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $101K | 0.5% | |
| FIDELITY FREEDOM 2010 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $93K | 0.5% | |
| FIDELITY FREEDOM 2045 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $72K | 0.4% | |
| FIDELITY FREEDOM 2060 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $70K | 0.4% | |
| FIDELITY FREEDOM 2035 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $57K | 0.3% | |
| FIDELITY FREEDOM 2065 CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $15K | <0.1% | |
| FIDELITY FREEDOM INC CMGLD POOL F FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $4K | <0.1% |
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