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Original filing (PDF)20251014155748NAL0001623187001
KETER US, INC.
Form 5500
FILING_RECEIVED
KETER US, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
563
Accounts w/ balance
468
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
How this plan invests
This plan
8 pooled trusts
Schedule D
32 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KETER US, INC..
Plan sponsor
Name
KETER US, INC.
EIN
56-2041678
Address
2369 CHARLES RAPER JONAS HWY · STANLEY, NC · 281642246
Phone
(704) 833-0503
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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
BADEN, GAGE & SCHROEDER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $105K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
24 direct securities · 8 pooled funds· $26.1M(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
$25.1M
24 holdings
Common Collective Trust
$945K
5 holdings
Pooled Separate Account
$974
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2035 Inv Fund | — | — | $0 | $4.4M | 16.9% | |
| Vanguard Tgt Rmt 2040 Inv Fund | — | — | $0 | $3.2M | 12.2% | |
| Vanguard Tgt Rmt 2025 Inv Fund | — | — | $0 | $2.3M | 8.9% | |
| Vanguard Tgt Rmt 2030 Inv Fund | — | — | $0 | $2.1M | 8.0% | |
| Vanguard Tgt Rmt 2045 Inv Fund | — | — | $0 | $2.0M | 7.5% | |
| Vanguard Tgt Rmt 2050 Inv Fund | — | — | $0 | $1.7M | 6.5% | |
| Fidelity Extended Mkt Idx Fd | — | — | $0 | $1.7M | 6.4% | |
| Vanguard Tgt Rmt 2055 Inv Fund | — | — | $0 | $1.4M | 5.4% | |
| Vanguard Tgt Rmt 2020 Inv Fund | — | — | $0 | $1.4M | 5.2% | |
| MFS Growth R6 Fund | — | — | $0 | $1.3M | 4.9% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | $0 | $945K | 3.6% | |
| Vanguard Tgt Rmt 2060 Inv Fund | — | — | $0 | $550K | 2.1% | |
| T. Rowe Price Value I Fund | — | — | $0 | $543K | 2.1% | |
| Vanguard Tgt Rmt Inc Inv Fund | — | — | $0 | $527K | 2.0% | |
| Participant Loans | — | — | $0 | $271K | 1.0% | |
| Fidelity US Bond Index Fund | — | — | $0 | $262K | 1.0% | |
| PGIM Total Ret Bond R6 Fd | — | — | $0 | $252K | 1.0% | |
| MFS Intl Diversification R6 Fd | — | — | $0 | $250K | 1.0% | |
| Inv Discov R6 Fd | — | — | $0 | $245K | 0.9% | |
| Undisc Mgrs Behav Value R6 Fd | — | — | $0 | $241K | 0.9% | |
| FIDELITY EMERGING MARKETS K FD | — | — | $0 | $200K | 0.8% | |
| Vanguard Tgt Rmt 2065 Inv Fund | — | — | $0 | $157K | 0.6% | |
| Fidelity Total Int Idx Fund | — | — | $0 | $137K | 0.5% | |
| Fidelity 500 Index Fund | — | — | $0 | $110K | 0.4% | |
| Vanguard Tgt Rmt 2070 Inv Fund | — | — | $0 | $12K | <0.1% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $709 | <0.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | $0 | $243 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $0 | $140 | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | $0 | $129 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $125 | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | $0 | $44 | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | $0 | $29 | <0.1% |
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