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Original filing (PDF)20260115140353NAL0006833619001
KELLER GROUP
Form 5500
FILING_RECEIVED
KELLER GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
377
Accounts w/ balance
452
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.8M
How this plan invests
This plan
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLER GROUP.
Plan sponsor
Name
KELLER GROUP
EIN
62-1813315
Address
626 SIMMONS ROAD · KNOXVILLE, TN · 37932
Phone
(865) 583-3900
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE | 62-1291257 | — | NONE | $80K | — |
Investments
25 direct securities· $24.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index Retirement Fund K (1) | — | — | — | $4.4M | 17.6% | |
| BlackRock Lifepath Index 2040 Fund K (1) | — | — | — | $3.3M | 13.2% | |
| BlackRock Lifepath Index 2030 Fund K (1) | — | — | — | $2.9M | 11.7% | |
| BlackRock Lifepath Index 2035 Fund K (1) | — | — | — | $2.5M | 10.1% | |
| Vanguard 500 Index Fd #540 Adm Shs (1) | — | — | — | $1.6M | 6.4% | |
| BlackRock Lifepath Index 2045 Fund K (1) | — | — | — | $1.4M | 5.7% | |
| BlackRock Lifepath Index 2055 Fund K (1) | — | — | — | $1.4M | 5.7% | |
| BlackRock Lifepath Index 2050 Fund K (1) | — | — | — | $890K | 3.6% | |
| Vanguard Growth Index Admiral (1) | — | — | — | $860K | 3.5% | |
| BlackRock Strategic Income Opps K (1) | — | — | — | $816K | 3.3% | |
| Causeway International Value Instl (1) | — | — | — | $581K | 2.3% | |
| BlackRock LifePath Index 2060 Fund K (1) | — | — | — | $542K | 2.2% | |
| Goldman Sachs Goldman Sachs GQG Ptnrs Intl Opps R6 (1) | — | — | — | $537K | 2.2% | |
| Vanguard Value Index Admiral #506 (1) | — | — | — | $503K | 2.0% | |
| JP Morgan JP Morgan Core Bond R6 (1) | — | — | — | $417K | 1.7% | |
| Baird Aggregate Bond Inst (1) | — | — | — | $416K | 1.7% | |
| JP Morgan JP Morgan Emerging Markets Equity R6 (1) | — | — | — | $285K | 1.1% | |
| Participant notes receivable Notes bearing interest at rates ranging from 4.25% to 9.5%, to be repaid through 2029 – | — | — | — | $239K | 1.0% | |
| Nationwide WCM Focused Small Cap R6 (1) | — | — | — | $182K | 0.7% | |
| Conestoga Small Cap Inst'l (1) | — | — | — | $176K | 0.7% | |
| Cohen & Steers Cohen & Steers Instl Realty Shrs (1) | — | — | — | $164K | 0.7% | |
| BlackRock LifePath Index 2065 Fund K (1) | — | — | — | $134K | 0.5% | |
| Vanguard Inflation-Protected Sec Fd Admiral (1) | — | — | — | $79K | 0.3% | |
| JP Morgan JPMorgan US Govt Mmkt Capital (1) | — | — | — | $8K | <0.1% | |
| BlackRock Lifepath Index 2070 Fund K (1) | — | — | — | $7K | <0.1% |
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