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Original filing (PDF)20251001115324NAL0012573793001
KENDRICK, INC.
Form 5500
FILING_RECEIVED
KENDRICK, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
~88 bps in Sched C feesNo recordkeeper disclosed
Active participants
145
Accounts w/ balance
113
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 88 bps in Schedule C fees — 69% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENDRICK, INC..
Plan sponsor
Name
KENDRICK, INC.
EIN
42-1171248
Address
601 S. WASHINGTON · EDGEWOOD, IA · 52042
Phone
(563) 928-6431
Industry
Wholesale Tradesee 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
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
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
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVANTAX RETIREMENT PLAN SERVICES | 42-1447865 | — | NA | $25K | — |
Investments
16 direct securities· $2.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Mutual Fund N/A | — | — | — | $535K | 19.0% | |
| Vanguard Value Index Mutual Fund N/A | — | — | — | $367K | 13.0% | |
| Vanguard Equity-Income Mutual Fund N/A | — | — | — | $360K | 12.8% | |
| MFS International Diversification Fund Mutual Fund N/A | — | — | — | $336K | 11.9% | |
| Schwab International Index Mutual Fund N/A | — | — | — | $220K | 7.8% | |
| Avantis US Small Cap Value Intl Mutual Fund N/A | — | — | — | $135K | 4.8% | |
| BlackRock Mid-Cap Growth Equity Mutual Fund N/A | — | — | — | $126K | 4.5% | |
| Invesco Discovery Fund Mutual Fund N/A | — | — | — | $124K | 4.4% | |
| Victory Sycamore Established Value Mutual Fund N/A | — | — | — | $116K | 4.1% | |
| Fidelity Advisor Focus Emerging Markets Class I Mutual Fund N/A | — | — | — | $114K | 4.1% | |
| Vanguard Total Bond Market Index Mutual Fund N/A | — | — | — | $95K | 3.4% | |
| BlackRock Strategic Income Mutual Fund N/A | — | — | — | $79K | 2.8% | |
| Cohen & Steers Preferred Sec & Inc A Mutual Fund N/A | — | — | — | $60K | 2.1% | |
| JP Morgan Global Bond Opportunities Mutual Fund N/A | — | — | — | $59K | 2.1% | |
| Fidelity Long-Term Treasury Bond Index Fund Mutual Fund N/A | — | — | — | $54K | 1.9% | |
| Jhancock Investment Grade Bond Mutual Fund N/A | — | — | — | $38K | 1.4% |
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