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Original filing (PDF)20251015071656NAL0002043411001
INTERFLEX ACQUISITION COMPANY, LLC
Form 5500
FILING_RECEIVED
THE INTERFLEX GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
210
Accounts w/ balance
220
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
8 pooled trusts
Schedule D
26 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
- 46 bps in Schedule C fees — 59% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERFLEX ACQUISITION COMPANY, LLC.
Plan sponsor
Name
INTERFLEX ACQUISITION COMPANY, LLC
EIN
45-4657307
Address
3200 HWY 268 WEST · WILKESBORO, NC · 28697
Phone
(715) 539-1732
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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $34K | — |
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $23K | — |
| NEXTCAPITAL GROUP, INC. | — | CHICAGO, IL | NONE | $3K | — |
Investments
20 direct securities · 8 pooled funds· $12.9M(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
$7.1M
20 holdings
Common Collective Trust
$5.8M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $2.2M | 17.2% | |
| FEDERATED HERMES CAPITAL PRES R6 FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.7M | 13.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.6M | 12.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $808K | 6.3% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $761K | 5.9% | |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $653K | 5.1% | |
| American Century Growth R6 American Century 0 | — | — | — | $534K | 4.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $529K | 4.1% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $518K | 4.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $477K | 3.7% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $405K | 3.1% | |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $398K | 3.1% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $330K | 2.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $313K | 2.4% | |
| Dodge & Cox Income X Dodge 0 | — | — | — | $305K | 2.4% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $276K | 2.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $264K | 2.0% | |
| Fidelity International Index Fidelity 0 | — | — | — | $250K | 1.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $149K | 1.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $116K | 0.9% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $82K | 0.6% | |
| AM1 PORTFOLIO DIVERSIFIERS ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $71K | 0.5% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $43K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $42K | 0.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $41K | 0.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $18K | 0.1% | |
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERS RISK MITIGATION CL ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |