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Original filing (PDF)20251007163554NAL0008302352001
KORBER TECHNOLOGIES, INC
Form 5500
FILING_RECEIVED
KORBER TECHNOLOGIES, INC. SAVINGS INCENTIVE PLAN
401(k) retirement plan
Active participants
149
Accounts w/ balance
159
Plan assets (EOY)
$24.0M
Net assets (EOY)
$24.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
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 RD · RICHMOND, VA · 23231
Phone
(804) 222-5259
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HARRIS, HARDY & JOHNSTONE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $46K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
Investments
20 direct securities · 3 pooled funds· $24.0M(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
$17.8M
19 holdings
Common Collective Trust
$5.3M
3 holdings
Mutual Funds
$919K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Group annuity investment contract Empower Annuity Insurance * Company of America EI Fixed Account - Series Class III | — | — | — | $4.5M | 18.7% | |
| WINSLOW LARGE CAP GROWTH CIT CT SEI TRUST COMPANY · EIN 84-4930601 / PN 001 | Common Collective Trust | — | — | $3.8M | 15.6% | |
| Vanguard 500 Index Admiral Shares | — | — | — | $3.4M | 14.0% | |
| J.P. Morgan JPMorgan Equity Income R6 | — | — | — | $2.4M | 9.9% | |
| American Funds American Funds American Balanced R6 | — | — | — | $1.5M | 6.3% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.3M | 5.4% | |
| Vanguard Total Int'l Stock Market Index Admiral Shares | — | — | — | $1.2M | 5.0% | |
| Vanguard Total Bond Market Index Admiral Shares | — | — | — | $1.2M | 4.9% | |
| American Funds American Funds Europacific GR R6 | — | — | — | $1.0M | 4.3% | |
| Allspring Special Small Cap Value R6 | Mutual Funds | — | — | $919K | 3.8% | |
| Vanguard Extended Market Index Admiral Shares | — | — | — | $672K | 2.8% | |
| BlackRock Mid-Cap Growth Equity K | — | — | — | $414K | 1.7% | |
| Notes receivable from participants, interest at 4.25% to 9.50% - at cost | — | — | — | $339K | 1.4% | |
| Fidelity Freedom Index 2030 Institutional Prem | — | — | — | $337K | 1.4% | |
| Principal SmallCap Growth I R6 | — | — | — | $337K | 1.4% | |
| PGIM TOTAL RETURN BOND FUND CIT CLA GREAT GRAY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $230K | 1.0% | |
| Fidelity Freedom Index Inc Institutional Prem | — | — | — | $159K | 0.7% | |
| Fidelity Freedom Index 2035 Institutional Prem | — | — | — | $111K | 0.5% | |
| Fidelity Freedom Index 2025 Institutional Prem | — | — | — | $102K | 0.4% | |
| Fidelity Freedom Index 2050 Institutional Prem | — | — | — | $59K | 0.2% | |
| Fidelity Freedom Index 2055 Institutional Prem | — | — | — | $57K | 0.2% | |
| Fidelity Freedom Index 2060 Institutional Prem | — | — | — | $19K | <0.1% | |
| Fidelity Freedom Index 2045 Institutional Prem | — | — | — | $5K | <0.1% |
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