Original filing (PDF)20251014194102NAL0003565569001

LLFLEX, LLC

Name: LLFLEX, LLC — LLFLEX PENSION PLAN FOR HOURLY EMPLOYEES OF LOUISVILLE LAMINATING PLANT, Form 5500 (2024)
Creator: LLFLEX, LLC

Form 5500

FILING_RECEIVED

LLFLEX PENSION PLAN FOR HOURLY EMPLOYEES OF LOUISVILLE LAMINATING PLANT

Defined-benefit pension plan

Signals · 2

42% in single holding~150 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

How this plan invests

This plan

2 pooled trusts

Schedule D

3 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LLFLEX, LLC.

Plan sponsor

Name

LLFLEX, LLC

EIN

45-3673324

Address

1225 WEST BURNETT AVENUE · LOUISVILLE, KY · 402101879

Phone

(502) 550-2018

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

CROWE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RESOURCES INVESTMENT ADVISORS	43-1451524	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$101K	—

Investments

2 direct securities · 2 pooled funds· $6.6M(99% 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.

Mutual Funds

$2.8M

1 holding

Uncategorized

$2.4M

1 holding

Pooled Separate Account

$1.5M

2 holdings

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	PIMCO Long Term Credit Bond Fund	Mutual Funds	—	$2.8M	$2.8M	41.2%

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