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Original filing (PDF)20251009164406NAL0003765667001
KIPO, LLC
Form 5500
FILING_RECEIVED
JOHNSTONE SUPPLY SAVINGS PLAN
401(k) retirement plan
Active participants
166
Accounts w/ balance
119
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
32 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
- 64 bps in Schedule C fees — 120% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIPO, LLC.
Plan sponsor
Name
KIPO, LLC
EIN
72-1012984
Address
5709 SALMEN STREET · HARAHAN, LA · 70123
Phone
(504) 733-1495
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
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
KUSHNER LAGRAIZE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHHARBOR CAPITAL GROUP | 72-1442258 | — | INVESTMENT ADVISORY | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HASLAUER GROUP, INC. | 72-1487108 | — | TPA | $3K | — |
Investments
32 direct securities· $10.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Company Fidelity Advisor Equity Growth I | — | — | — | $1.3M | 12.7% | |
| Transamerica Life Insurance Company American Funds Trgt Date 2030 | — | — | — | $1.1M | 10.1% | |
| Transamerica Life Insurance Company Vanguard 500 Index Admiral | — | — | — | $1.1M | 10.0% | |
| Transamerica Life Insurance Company American Funds Trgt Date 2040 | — | — | — | $1.0M | 9.7% | |
| Transamerica Life Insurance Company Vanguard Mid Cap Index Adm | — | — | — | $888K | 8.4% | |
| Transamerica Life Insurance Company American Funds Trgt Date 2050 | — | — | — | $794K | 7.5% | |
| Transamerica Life Insurance Company Vanguard Small Cap Growth Index Admiral | — | — | — | $637K | 6.0% | |
| Transamerica Life Insurance Company Transamerica Stable Value Focus Option | — | — | — | $429K | 4.1% | |
| Transamerica Life Insurance Company Del Ivy Mid Cap Gr N | — | — | — | $401K | 3.8% | |
| Transamerica Life Insurance Company Vanguard LifeStrategy Cnsrv Gr Inv | — | — | — | $315K | 3.0% | |
| Transamerica Life Insurance Company MFS Value R6 | — | — | — | $277K | 2.6% | |
| Transamerica Life Insurance Company Columbia Dividend Income Instl3 | — | — | — | $251K | 2.4% | |
| Transamerica Life Insurance Company MFS International Equity R6 | — | — | — | $210K | 2.0% | |
| Transamerica Life Insurance Company BlackRock International Index | — | — | — | $208K | 2.0% | |
| party maturity value * Transamerica Life Insurance Company American Funds New Worl R6 | — | — | — | $199K | 1.9% | |
| Transamerica Life Insurance Company Vanguard LifeStrategy Income Inc | — | — | — | $177K | 1.7% | |
| Transamerica Life Insurance Company American Funds Trgt Date 2035 | — | — | — | $164K | 1.6% | |
| Transamerica Life Insurance Company BlackRock High Yield Bond | — | — | — | $137K | 1.3% | |
| Transamerica Life Insurance Company JPMorgan Core Bond R6 | — | — | — | $135K | 1.3% | |
| Transamerica Life Insurance Company Cohen & Steers Instl Realty Shares | — | — | — | $130K | 1.2% | |
| Transamerica Life Insurance Company ishares U.S. Aggregate Bond Indx K | — | — | — | $124K | 1.2% | |
| Transamerica Life Insurance Company DFA Inflation-Protected Securities | — | — | — | $101K | 1.0% | |
| Transamerica Life Insurance Company Transamerica Bond R6 | — | — | — | $95K | 0.9% | |
| Transamerica Life Insurance Company American Funds Trgt Date 2055 | — | — | — | $91K | 0.9% | |
| Transamerica Life Insurance Company American Funds Trgt Date 2060 | — | — | — | $76K | 0.7% | |
| Transamerica Life Insurance Company BlackRock Global Allocation Instl | — | — | — | $70K | 0.7% | |
| Transamerica Life Insurance Company PGIM Global Return R6 | — | — | — | $52K | 0.5% | |
| Transamerica Life Insurance Company American Funds Trgt Date 2025 | — | — | — | $42K | 0.4% | |
| Transamerica Life Insurance Company Vanguard LifeStrategy Moderate Gr Inv | — | — | — | $40K | 0.4% | |
| Transamerica Life Insurance Company American Funds Trgt Date 2045 | — | — | — | $3K | <0.1% | |
| Transamerica Life Insurance Company American Funds Trgt Date 2010 | — | — | — | $3K | <0.1% | |
| Transamerica Life Insurance Company Vanguard LifeStrategy Growth Inv | — | — | — | $2K | <0.1% |
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