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Original filing (PDF)20251009094141NAL0015702498001
SPUNTECH INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
SPUNTECH 401(K) PLAN
401(k) retirement plan
Active participants
212
Accounts w/ balance
236
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
26 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
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPUNTECH INDUSTRIES, INC..
Plan sponsor
Name
SPUNTECH INDUSTRIES, INC.
EIN
65-1175760
Address
555 N. PARK DRIVE · ROXBORO, NC · 27573
Phone
(336) 330-9007
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
2025-10-09
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
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
Investments
26 direct securities· $12.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fa Freedom 2030 A Mutual Fund | — | — | — | $2.5M | 20.4% | |
| Fa Freedom 2035 A Mutual Fund | — | — | — | $1.9M | 15.7% | |
| Fa Freedom 2040 A Mutual Fund | — | — | — | $1.2M | 9.8% | |
| Fa Freedom 2025 A Mutual Fund | — | — | — | $1.1M | 9.3% | |
| Fa New Insights A Mutual Fund | — | — | — | $894K | 7.3% | |
| Fa Freedom 2045 A Mutual Fund | — | — | — | $711K | 5.8% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $687K | 5.6% | |
| Invs Eql Wt S&P500 A Mutual Fund | — | — | — | $595K | 4.8% | |
| Fa Freedom 2050 A Mutual Fund | — | — | — | $375K | 3.0% | |
| Fa Freedom 2020 A Mutual Fund | — | — | — | $286K | 2.3% | |
| Fa Freedom 2055 A Mutual Fund | — | — | — | $280K | 2.3% | |
| Fid Govt Mmkt Dm Mutual Fund | — | — | — | $268K | 2.2% | |
| Invs Grth & Inc A Mutual Fund | — | — | — | $267K | 2.2% | |
| Pgim High Yield A Mutual Fund | — | — | — | $247K | 2.0% | |
| Fa Freedom 2065 A Mutual Fund | — | — | — | $151K | 1.2% | |
| Pif Smcp S&P 600 R3 Mutual Fund | — | — | — | $142K | 1.2% | |
| Fa Freedom 2060 A Mutual Fund | — | — | — | $133K | 1.1% | |
| Invs Develop Mkt A Mutual Fund | — | — | — | $120K | 1.0% | |
| Fkln Cnsv Alloc A Mutual Fund | — | — | — | $101K | 0.8% | |
| Fa Freedom 2010 A Mutual Fund | — | — | — | $73K | 0.6% | |
| Ld Abt Sh Dtn Inc R4 Mutual Fund | — | — | — | $61K | 0.5% | |
| Fa Freedom 2015 A Mutual Fund | — | — | — | $40K | 0.3% | |
| Fkln Mod Alloc A Mutual Fund | — | — | — | $37K | 0.3% | |
| Fa Strat Income A Mutual Fund | — | — | — | $36K | 0.3% | |
| Fa Freedom Inc A Mutual Fund | — | — | — | $4K | <0.1% | |
| Fa Freedom 2070 A Mutual Fund | — | — | — | $2K | <0.1% |
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