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Original filing (PDF)20251015134346NAL0002385939001
KENNY PIPE & SUPPLY INC.
Form 5500
FILING_RECEIVED
KENNY PIPE & SUPPLY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
260
Accounts w/ balance
256
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 66 bps in Schedule C fees — 129% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENNY PIPE & SUPPLY INC..
Plan sponsor
Name
KENNY PIPE & SUPPLY INC.
EIN
62-1494304
Address
811 COWAN STREET · NASHVILLE, TN · 37207
Phone
(615) 514-0513
Industry
Wholesale Tradesee 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $52K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACENSUS HOLDINGS INC. DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $13K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES AND CO. | 43-0345811 | — | NONE | $28K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $600 | — |
Investments
36 direct securities · 1 pooled fund· $28.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$14.4M
36 holdings
Pooled Separate Account
$14.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $14.1M | 99.6% | |
| AUL Insurance Company Amerfds 2025 Trgt Date Ret R6 | — | — | — | $2.3M | 16.1% | |
| AUL Insurance Company Amerfds 2030 Trgt Date Ret R6 | — | — | — | $2.1M | 14.6% | |
| AUL Insurance Company Amerfds 2020 Trgt Date Ret R6 | — | — | — | $2.0M | 13.8% | |
| AUL Insurance Company Amerfds 2045 Trgt Date Ret R6 | — | — | — | $1.2M | 8.6% | |
| AUL Insurance Company Amerfds 2035 Trgt Date Ret R6 | — | — | — | $1.1M | 7.5% | |
| AUL Insurance Company Amerfds 2050 Trgt Date Ret R6 | — | — | — | $1.1M | 7.5% | |
| AUL Insurance Company Amerfds 2040 Trgt Date Ret R6 | — | — | — | $990K | 7.0% | |
| AUL Insurance Company Amerfds 2015 Trgt Date Ret R6 | — | — | — | $576K | 4.1% | |
| AUL Insurance Company Amerfds 2060 Trgt Date Ret R6 | — | — | — | $565K | 4.0% | |
| AUL Insurance Company Amerfds 2055 Trgt Date Ret R6 | — | — | — | $555K | 3.9% | |
| AUL Insurance Company Amerfds 2065 Trgt Date Ret R6 | — | — | — | $416K | 2.9% | |
| AUL Insurance Company Amerfds 2010 Trgt Date Ret R6 | — | — | — | $316K | 2.2% | |
| AUL Insurance Company 500 Index ADM Fund | — | — | — | $253K | 1.8% | |
| AUL Insurance Company Growth Index ADM Fund | — | — | — | $174K | 1.2% | |
| T. ROWE PRICE TROWEPRICE BLUECHIP GRTH I MUTUAL FUND SHARES 0 | — | — | — | $118K | 0.8% | |
| AUL Insurance Company Bluechip Growth I Fund | — | — | — | $118K | 0.8% | |
| AUL Insurance Company Mid Cap Value R6 Fund | — | — | — | $88K | 0.6% | |
| AUL Insurance Company Intl Diversification R6 Fund | — | — | — | $75K | 0.5% | |
| AUL Insurance Company Amerfds Growth Fund of America R6 | — | — | — | $70K | 0.5% | |
| AUL Insurance Company Amerfds American Balanced R6 | — | — | — | $59K | 0.4% | |
| AUL Insurance Company Value R6 Fund | — | — | — | $59K | 0.4% | |
| MFS VAL R6 MUTUAL FUND SHARES 0 | — | — | — | $59K | 0.4% | |
| AUL Insurance Company US Small Company R6 Fund | — | — | — | $58K | 0.4% | |
| AUL Stable Value Fund | — | — | — | $55K | 0.4% | |
| AUL Insurance Company Mellon Bond Market Index I | — | — | — | $27K | 0.2% | |
| AUL Insurance Company Income R6 Fund | — | — | — | $22K | 0.2% | |
| LORD ABBETT LORD ABBETT INCOME R6 MUTUAL FUND SHARES 0 | — | — | — | $22K | 0.2% | |
| AUL Insurance Company Real Estate Securities I | — | — | — | $21K | 0.1% | |
| AUL Insurance Company Small Cap Growth Index ADM Fund | — | — | — | $16K | 0.1% | |
| VANGUARD SMCAP GRTH IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $16K | 0.1% | |
| AUL Insurance Company Emerging Market Stock Index ADM Fund | — | — | — | $10K | <0.1% | |
| VANGUARD EMRG MKTS STK IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $10K | <0.1% | |
| AUL Insurance Company Mid Cap R6 Fund | — | — | — | $9K | <0.1% | |
| HARTFORD MIDCAP R6 MUTUAL FUND SHARES 0 | — | — | — | $9K | <0.1% | |
| AUL Insurance Company Commodity Strategy ADM Fund | — | — | — | $5K | <0.1% | |
| VANGUARD COMMODITY STRAT ADM MUTUAL FUND SHARES 0 | — | — | — | $5K | <0.1% |