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Original filing (PDF)20251011051947NAL0008808097001
K-FLEX USA LLC
Form 5500
FILING_RECEIVED
K-FLEX USA 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
250
Accounts w/ balance
318
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 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 K-FLEX USA LLC.
Plan sponsor
Name
K-FLEX USA LLC
EIN
56-2249271
Address
100 K-FLEX WAY · YOUNGSVILLE, NC · 27596
Phone
(919) 435-5533
Industry
Manufacturingsee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
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
ROMEO WIGGINS COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $23K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST ALLIED ADVISORY SERVICES, INC | 20-4187012 | — | INVESTMENT/FINANCIAL ADVI | $16K | — |
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
Investments
29 direct securities · 1 pooled fund· $9.5M(98% 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.
Registered Investment Companies
$9.0M
29 holdings
Common Collective Trust
$506K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.5M | 15.0% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.0M | 10.2% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $817K | 8.4% | |
| JPMORGAN EQ INC - A | Registered Investment Companies | — | — | $752K | 7.7% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $732K | 7.5% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $687K | 7.0% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $603K | 6.2% | |
| METLIFE REL ST VAL 25053 - 35 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $506K | 5.2% | |
| JPMORGAN US GARP EQUITY - A | Registered Investment Companies | — | — | $321K | 3.3% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $292K | 3.0% | |
| JPMORGAN MID CAP GROWTH - A | Registered Investment Companies | — | — | $284K | 2.9% | |
| INVESCO EQUAL-WEIGHT S&P 500 A | Registered Investment Companies | — | — | $257K | 2.6% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $252K | 2.6% | |
| INVESCO EQV INTL EQUITY A | Registered Investment Companies | — | — | $202K | 2.1% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $181K | 1.9% | |
| MFS MID CAP VAL R3 | Registered Investment Companies | — | — | $162K | 1.7% | |
| FIDELITY ADV STRAT INC A | Registered Investment Companies | — | — | $148K | 1.5% | |
| PIONEER BOND FUND - A | Registered Investment Companies | — | — | $134K | 1.4% | |
| PIMCO INCOME ADMIN | Registered Investment Companies | — | — | $128K | 1.3% | |
| INVESCO INT SMALL MID CO A | Registered Investment Companies | — | — | $86K | 0.9% | |
| BNYM INTL EQ - A | Registered Investment Companies | — | — | $75K | 0.8% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $68K | 0.7% | |
| FEDERATED HERMES OPP HIYLD BND | Registered Investment Companies | — | — | $67K | 0.7% | |
| VIRTUS EM MKTS OPP A | Registered Investment Companies | — | — | $67K | 0.7% | |
| AMERFDS 2015 TARG DATE RET-R4 | Registered Investment Companies | — | — | $58K | 0.6% | |
| PRINCIPAL REAL EST SEC A | Registered Investment Companies | — | — | $52K | 0.5% | |
| THORNBURG GLB OPP R4 | Registered Investment Companies | — | — | $46K | 0.5% | |
| FIDELITY ADVISOR EQUITY VAL A | Registered Investment Companies | — | — | $45K | 0.5% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $43K | 0.4% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $14K | 0.1% |
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