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Original filing (PDF)20251010104021NAL0007533601001
KORBER TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
HAUNI RICHMOND, INC. PENSION PLAN
Defined-benefit pension plan
Active participants
67
Accounts w/ balance
—
Plan assets (EOY)
$37.6M
Net assets (EOY)
$37.5M
How this plan invests
This plan
63 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 58% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KORBER TECHNOLOGIES, INC..
Plan sponsor
Name
KORBER TECHNOLOGIES, INC.
EIN
54-1733108
Address
2800 CHARLES CITY ROAD · RICHMOND, VA · 232314532
Phone
(804) 222-5259
Industry
Wholesale Tradesee 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
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
HARRIS, HARDY & JOHNSTONE, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST | 56-1074313 | — | TRUSTEE | $134K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW CONSULTING GROUP | 27-1001403 | — | ACTUARY | $38K | — |
Investments
63 direct securities· $35.8M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| U.S. Government | — | — | $5.5M | $5.4M | 14.4% | |
| iShares | — | — | $2.7M | $5.2M | 13.9% | |
| U.S. Government | — | — | $4.9M | $4.9M | 13.1% | |
| U.S. Government | — | — | $4.0M | $3.8M | 10.2% | |
| U.S. Government | — | — | $3.3M | $3.3M | 8.7% | |
| U.S. Government | — | — | $1.9M | $1.9M | 5.0% | |
| Vanguard | — | — | $859K | $1.6M | 4.2% | |
| U.S. Government | — | — | $1.5M | $1.6M | 4.2% | |
| iShares | — | — | $835K | $832K | 2.2% | |
| U.S. Government | — | — | — | $603K | 1.6% | |
| Morgan Stanley | — | — | $304K | $296K | 0.8% | |
| Pepsico Inc | — | — | $317K | $277K | 0.7% | |
| Goldman Sachs Group Inc | — | — | $282K | $272K | 0.7% | |
| Newmont Mining Corp | — | — | $280K | $260K | 0.7% | |
| BP Cap Markets America | — | — | $239K | $231K | 0.6% | |
| Coca-Cola Co | — | — | $239K | $215K | 0.6% | |
| Bank of America Corp | — | — | $241K | $203K | 0.5% | |
| Pioneer Nat Resource | — | — | $211K | $191K | 0.5% | |
| United Parcel Services Inc | — | — | $197K | $183K | 0.5% | |
| JPMorgan Chase & Co | — | — | $161K | $172K | 0.5% | |
| Abbvie Inc | — | — | $211K | $171K | 0.5% | |
| Martin Marietta Materials Inc | — | — | $169K | $168K | 0.4% | |
| Bank of NY Mellon Corp | — | — | $165K | $165K | 0.4% | |
| Amgen Inc | — | — | $165K | $164K | 0.4% | |
| Wells Fargo & Company | — | — | $163K | $163K | 0.4% | |
| Newmont Corp | — | — | $183K | $158K | 0.4% | |
| Ferguson Enterprises Inc | — | — | $160K | $155K | 0.4% | |
| Kimberly-Cark Corp | — | — | $153K | $149K | 0.4% | |
| Philip Morris International Inc | — | — | $147K | $148K | 0.4% | |
| Mars Inc | — | — | $245K | $137K | 0.4% | |
| Wells Fargo & Company | — | — | $138K | $134K | 0.4% | |
| Daimler Trucks Finance | — | — | $149K | $126K | 0.3% | |
| Hyundai Capital America | — | — | $134K | $121K | 0.3% | |
| AT&T Inc | — | — | $126K | $112K | 0.3% | |
| Hartford Financial Services Group | — | — | $102K | $107K | 0.3% | |
| JPMorgan Chase & Co | — | — | $99K | $105K | 0.3% | |
| Veralto Corp | — | — | $103K | $103K | 0.3% | |
| Owens Corning | — | — | $102K | $102K | 0.3% | |
| US Bancorp | — | — | $94K | $95K | 0.3% | |
| Amgen Inc | — | — | $98K | $94K | 0.3% | |
| Southern Co | — | — | $101K | $93K | 0.2% | |
| Williams Companies Inc | — | — | $129K | $92K | 0.2% | |
| Targa Res Corp | — | — | $101K | $92K | 0.2% | |
| Enterprise Products Operating | — | — | $130K | $90K | 0.2% | |
| American Express Co | — | — | $88K | $89K | 0.2% | |
| Philip Morris International Inc | — | — | $86K | $86K | 0.2% | |
| Ingersoll Rand Inc | — | — | $84K | $86K | 0.2% | |
| PNC Financial Services Group Inc | — | — | $83K | $84K | 0.2% | |
| Tapestry Inc | — | — | $86K | $84K | 0.2% | |
| Borgwarner Inc | — | — | $84K | $83K | 0.2% | |
| PNC Financial Services Group Inc | — | — | $80K | $82K | 0.2% | |
| Boardwalk Pipelines LP | — | — | $91K | $80K | 0.2% | |
| Con Edison Co of NY Inc | — | — | $83K | $78K | 0.2% | |
| Fiserv Inc | — | — | $76K | $77K | 0.2% | |
| Bank of America Corp | — | — | $82K | $74K | 0.2% | |
| General Motors Financial Co Inc | — | — | $72K | $73K | 0.2% | |
| Radian Group Inc | — | — | $71K | $73K | 0.2% | |
| United Air | — | — | $71K | $72K | 0.2% | |
| Enact Holdigns Inc | — | — | $66K | $67K | 0.2% | |
| US Bancorp | — | — | $63K | $64K | 0.2% | |
| Arthur J. Gallagher Co. | — | — | $60K | $60K | 0.2% | |
| Hyundai Capital America | — | — | $49K | $50K | 0.1% | |
| Wells Fargo & Company | — | — | $27K | $30K | <0.1% |