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Original filing (PDF)20250812085440NAL0007099907001
US CONEC LTD.
Form 5500
FILING_RECEIVED
US CONEC INVESTMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
364
Accounts w/ balance
379
Plan assets (EOY)
$34.4M
Net assets (EOY)
$34.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for US CONEC LTD..
Plan sponsor
Name
US CONEC LTD.
EIN
56-1775843
Address
1138 25TH STREET SE · HICKORY, NC · 286027313
Phone
(828) 267-6308
Industry
Manufacturingsee 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
2025-08-12
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)
2S · Automatic enrollment
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WILLIAMS OVERMAN PIERCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | — | CHARLOTTE, NC | NONE | $35K | — |
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $30K | — |
Investments
23 direct securities · 3 pooled funds· $34.4M(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.
Mutual Funds
$28.6M
21 holdings
Pooled Separate Account
$2.8M
1 holding
Uncategorized
$1.7M
1 holding
Common Collective Trust
$778K
2 holdings
Pooled Separate Accounts
$602K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral | Mutual Funds | — | — | $4.8M | 13.8% | |
| JPMorgan Large Growth R6 | Mutual Funds | — | — | $3.1M | 9.1% | |
| T Rowe Price T Rowe Price Retire 2035 I | Mutual Funds | — | — | $2.8M | 8.1% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $2.8M | 8.0% | |
| T Rowe Price T Rowe Price Retire 2045 I | Mutual Funds | — | — | $2.0M | 5.7% | |
| Vanguard Extended Market Index Fund Admiral | Mutual Funds | — | — | $2.0M | 5.7% | |
| T Rowe Price T Rowe Price Retire 2050 I | Mutual Funds | — | — | $1.8M | 5.3% | |
| Blackrock Total Return Institutional | — | — | — | $1.7M | 5.0% | |
| T Rowe Price T Rowe Price Retire 2040 I | Mutual Funds | — | — | $1.4M | 4.0% | |
| T Rowe Price T Rowe Price Retire 2030 I | Mutual Funds | — | — | $1.4M | 4.0% | |
| T Rowe Price T Rowe Price Retire 2060 I | Mutual Funds | — | — | $1.4M | 3.9% | |
| American EuroPacific Growth R6 | Mutual Funds | — | — | $1.3M | 3.8% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $1.1M | 3.2% | |
| * John Hancock John Hancock Disciplined Value MidCap A | Mutual Funds | — | — | $1.0M | 3.0% | |
| Vanguard Total International Index Admiral | Mutual Funds | — | — | $901K | 2.6% | |
| Vanguard Total Bond Market Index Fund | Mutual Funds | — | — | $823K | 2.4% | |
| T Rowe Price T Rowe Price Retire 2025 I | Mutual Funds | — | — | $794K | 2.3% | |
| MFS New Discovery Value R6 | Mutual Funds | — | — | $783K | 2.3% | |
| MFS MIDCAP GROWTH FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 022 | Common Collective Trust | — | — | $778K | 2.3% | |
| * Participant Loans Rates ranging from 4.25% to 9.50% with various maturity dates through 2032 | Pooled Separate Accounts | — | — | $602K | 1.7% | |
| Principal Small Cap Growth Principal Small Cap Growth IR6 | Mutual Funds | — | — | $429K | 1.2% | |
| T Rowe Price T Rowe Price Retire 2055 I | Mutual Funds | — | — | $407K | 1.2% | |
| T Rowe Price T Rowe Price Retire Balanced I | Mutual Funds | — | — | $308K | 0.9% | |
| T Rowe Price T Rowe Price Retire 2020 I | Mutual Funds | — | — | $68K | 0.2% | |
| T Rowe Price T Rowe Price Retire 2065 I | Mutual Funds | — | — | $67K | 0.2% | |
| RELIANCE TRUST COMPANY NYL ANCHOR SERIES I CL · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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