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Original filing (PDF)20251015144146NAL0009794850001
KELTECH, INC.
Form 5500
FILING_RECEIVED
KELTECH, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
92% in single holding
Active participants
92
Accounts w/ balance
120
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
4 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Keltech, Inc. Employee Stock Ownership Plan Stock" is 92% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELTECH, INC..
Plan sponsor
Name
KELTECH, INC.
EIN
54-1491281
Address
7508 HITECH ROAD · ROANOKE, VA · 24019
Phone
(540) 527-1264
Industry
Manufacturingsee all
Plan administrator
Name
KELTECH, INC.
EIN
54-1491281
City
ROANOKE, VA
Phone
(540) 527-1265
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
2E · Profit-sharing
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
ANDERSON & REED, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
4 direct securities· $12.8M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Keltech, Inc. Employee Stock Ownership Plan Stock | — | 3,750 | — | $11.8M | 88.3% | |
| Commonwealth Financial Network | — | — | — | $633K | 4.7% | |
| First Citizens Bank | — | — | — | $226K | 1.7% | |
| Commonwealth Financial Network | — | — | — | $102K | 0.8% |
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