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Original filing (PDF)20250924134808NAL0006818689001
STRONGWELL CORPORATION
Form 5500
FILING_RECEIVED
STRONGWELL CORPORATION 401(K) PROFIT-SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
47% in single holdingNo recordkeeper disclosed
Active participants
328
Accounts w/ balance
527
Plan assets (EOY)
$86.7M
Net assets (EOY)
$86.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
6 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
77
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Manning and Napier Pro-Mix Maximum Term Collective Investment Trust Fund Class U" is 47% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STRONGWELL CORPORATION.
Plan sponsor
Name
STRONGWELL CORPORATION
EIN
54-1670655
Address
400 COMMONWEALTH AVENUE · BRISTOL, VA · 24201
Phone
(276) 645-8000
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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $24K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC. | 56-2263714 | — | THIRD PARTY ADMINISTRATOR | $58K | — |
Investments
2 direct securities · 5 pooled funds· $95.9M(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.
Common Collective Trust
$85.2M
5 holdings
Uncategorized
$10.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MANNING AND NAPIER PRO-MIX MAX TERM MANNING AND NAPIER · EIN 02-0476209 / PN 009 | Common Collective Trust | — | — | $39.7M | 45.7% | |
| MANNING AND NAPIER PRO-MIX MOD TERM MANNING AND NAPIER · EIN 02-0476209 / PN 011 | Common Collective Trust | — | — | $18.9M | 21.8% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $11.2M | 12.9% | |
| Wells Fargo Bank, N.A. Galliard Stable Return Fund C | — | — | — | $10.7M | 12.3% | |
| MANNING AND NAPIER PRO-MIX EXTENDED MANNING AND NAPIER · EIN 02-0476209 / PN 010 | Common Collective Trust | — | — | $9.7M | 11.2% | |
| MANNING AND NAPIER PRO-MIX CON TERM MANNING AND NAPIER · EIN 02-0476209 / PN 012 | Common Collective Trust | — | — | $5.7M | 6.5% | |
| Charles Schwab Government Money Market | — | — | — | $40K | <0.1% |