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Original filing (PDF)20251014201502NAL0007367970001
ALPEK POLYESTER USA, LLC
Form 5500
FILING_RECEIVED
DAK AMERICAS LLC SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,217
Accounts w/ balance
1,616
Plan assets (EOY)
$256.2M
Net assets (EOY)
$256.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPEK POLYESTER USA, LLC.
Plan sponsor
Name
ALPEK POLYESTER USA, LLC
EIN
52-2343187
Address
7621 LITTLE AVE · SUITE 500 · CHARLOTTE, NC · 282268370
Phone
(704) 940-4966
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LONG CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | INVESTMENT ADVISORY | $98K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $243K | — |
Investments
30 direct securities · 1 pooled fund· $256.2M(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
$256.2M
30 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Gr R6 Fd Mutual Fund | — | — | — | $26.4M | 10.3% | |
| Vanguard Tgt Rmt 2035 Inv Fund Mutual Fund | — | — | — | $24.3M | 9.5% | |
| Vanguard Tgt Rmt 2030 Inv Fund Mutual Fund | — | — | — | $22.7M | 8.9% | |
| Vanguard Tgt Rmt 2040 Inv Fund Mutual Fund | — | — | — | $18.3M | 7.2% | |
| Vanguard Instl Idx Instl Fund Mutual Fund | — | — | — | $18.1M | 7.1% | |
| Lincoln STB VAL SEP Acct Common Collective Trust | — | — | — | $17.8M | 6.9% | |
| Fidelity Contrafund Mutual Fund | — | — | — | $14.8M | 5.8% | |
| Vanguard Tgt Rmt 2025 Inv Fund Mutual Fund | — | — | — | $12.1M | 4.7% | |
| Vanguard Tgt Rmt 2045 Inv Fund Mutual Fund | — | — | — | $11.2M | 4.4% | |
| Vanguard Tgt Rmt 2050 Inv Fund Mutual Fund | — | — | — | $10.1M | 4.0% | |
| Vanguard Tgt Rmt 2055 Inv Fund Mutual Fund | — | — | — | $8.2M | 3.2% | |
| Vanguard Tgt Rmt 2020 Inv Fund Mutual Fund | — | — | — | $7.7M | 3.0% | |
| Amer Bea Lg Cp Vl R5 Fd Mutual Fund | — | — | — | $6.9M | 2.7% | |
| Vanguard Tgt Rmt Inc Inv Fund Mutual Fund | — | — | — | $6.3M | 2.4% | |
| Participants Notes Receivable Interest rates of 4.25% to 9.5% | — | — | — | $6.0M | 2.3% | |
| Vanguard Tgt Rmt 2060 Inv Fund Mutual Fund | — | — | — | $6.0M | 2.3% | |
| Vanguard Mid Cap Index Adm Fd Mutual Fund | — | — | — | $4.7M | 1.8% | |
| PGIM High Yield R6 Fund Mutual Fund | — | — | — | $4.6M | 1.8% | |
| Vanguard Tgt Rmt 2065 Inv Fund Mutual Fund | — | — | — | $3.6M | 1.4% | |
| Vanguard Sm Cap Index Adm Fund Mutual Fund | — | — | — | $3.5M | 1.4% | |
| PRINCIPAL SELF-DIR BROKER ACCT Self Directed Brokerage Account | — | — | — | $3.5M | 1.4% | |
| Vanguard Ttl Bd Mkt Idx Inst Mutual Fund | — | — | — | $3.0M | 1.2% | |
| Allspring Spec M Cap Value R6 Mutual Fund | — | — | — | $2.7M | 1.1% | |
| Am Fds EuroPacific Grth R6 Fd Mutual Fund | — | — | — | $2.7M | 1.1% | |
| Sterling Cp Ttl Ret Bd Inst Fd Mutual Fund | — | — | — | $2.6M | 1.0% | |
| Franklin Small Cap Grth R6 Fd Mutual Fund | — | — | — | $2.4M | 0.9% | |
| MFS Mid-Cap Growth R6 Fund Mutual Fund | — | — | — | $2.4M | 0.9% | |
| Vgd Ttl Intl Stk Idx Adm Fd Mutual Fund | — | — | — | $1.7M | 0.7% | |
| Columbia SmCap Value II I Fund Mutual Fund | — | — | — | $1.5M | 0.6% | |
| Vanguard Tgt Rmt 2070 Inv Fund Mutual Fund | — | — | — | $276K | 0.1% | |
| GALLIARD MDG INCOME D SEI TRUST COMPANY · EIN 52-2250949 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |