Original filing (PDF)20251013142818NAL0000718307001

KINGSDOWN INCORPORATED

Name: KINGSDOWN INCORPORATED — KINGSDOWN 401(K) PLAN, Form 5500 (2024)
Creator: KINGSDOWN INCORPORATED

Form 5500

FILING_RECEIVED

KINGSDOWN 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

209

Accounts w/ balance

223

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

How this plan invests

This plan

20 pooled trusts

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KINGSDOWN INCORPORATED.

Plan sponsor

Name

KINGSDOWN INCORPORATED

EIN

56-0319850

Address

PO BOX 388 · MEBANE, NC · 273020388

Phone

(919) 563-3531

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

2025-10-13

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

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$35K	—

Investments

11 direct securities · 20 pooled funds· $11.8M(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

$8.1M

13 holdings

Pooled Separate Account

$1.9M

7 holdings

Pooled Separate Accounts

$776K

1 holding

Guaranteed Income / GIC

$550K

1 holding

Uncategorized

$456K

8 holdings

Mutual Funds

$14K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005	Common Collective Trust	—	—	$1.9M	17.6%
PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004	Common Collective Trust	—	—	$1.7M	16.1%
PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006	Common Collective Trust	—	—	$1.5M	14.2%
PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007	Common Collective Trust	—	—	$832K	7.8%
s * Principal Life Insurance Company Large Cap Growth I SA-R3	Pooled Separate Accounts	—	—	$776K	7.2%
PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066	Pooled Separate Account	—	—	$776K	7.2%
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	—	$743K	6.9%
PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009	Common Collective Trust	—	—	$661K	6.2%
* Principal Life Insurance Company Fixed Income Guaranteed Option	Guaranteed Income / GIC	—	—	$550K	5.1%
PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008	Common Collective Trust	—	—	$537K	5.0%
PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010	Common Collective Trust	—	—	$319K	3.0%
PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013	Common Collective Trust	—	—	$243K	2.3%
PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003	Common Collective Trust	—	—	$229K	2.1%
Principal Life Insurance Company Mid Cap Separate Account R3	—	—	—	$200K	1.9%
PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020	Pooled Separate Account	—	—	$200K	1.9%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$118K	1.1%
Principal Life Insurance Company Mid Cap S&P 400 Index SA-R3	—	—	—	$85K	0.8%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	—	$85K	0.8%
PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012	Common Collective Trust	—	—	$81K	0.8%
JP Morgan Funds Equity Income R6 Fund	—	—	—	$57K	0.5%
Goldman Sachs Small Cap Value R6 Fund	—	—	—	$42K	0.4%
American Funds Service Company New Perspective R6 Fund 559 American Funds Service Company Washington Mutual Inv R6 Fund	—	—	—	$28K	0.3%
PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123	Pooled Separate Account	—	—	$20K	0.2%
Oppenheimer Developing Markets I Fund	—	—	—	$18K	0.2%
Eagle Financial Services, Inc. Small Cap Growth R6 Fund	—	—	—	$16K	0.1%
American Funds Service Company EuroPacific Growth R6 Fund	Mutual Funds	—	—	$14K	0.1%
PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014	Common Collective Trust	—	—	$13K	0.1%
PIMCO Funds Total Return Institutional Fund	—	—	—	$9K	<0.1%
PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002	Common Collective Trust	—	—	$5K	<0.1%
PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011	Common Collective Trust	—	—	$0	<0.1%
PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122	Pooled Separate Account	—	—	$0	<0.1%