Original filing (PDF)20251015184007NAL0005646305001

The Krumland Company, LLC

Name: The Krumland Company, LLC — The Krumland Co., LLC, Form 5500 (2024)
Creator: The Krumland Company, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Krumland Co., LLC 401(k) Plan

401(k) retirement plan · The Krumland Company, LLC's The Krumland Co., LLC 401(k) Plan held $11.3M in plan assets for 194 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 1

45% employer stock

Active participants

194

Accounts w/ balance

266

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

How this plan invests

This plan

6 pooled trusts

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (18th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE KRUMLAND COMPANY, LLC.

Plan sponsor

Name

THE KRUMLAND COMPANY, LLC

EIN

74-2845358all filings

Address

PO BOX 1858 · ROSWELL, NM · 882021858

Phone

(575) 622-5860

Industry

Retail Trade

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

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$45K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
STADION MONEY MANAGEMENT	58-2099805	—	SERVICE PROVIDER	$13K	—

Investments

32 direct securities · 6 pooled funds· $22.0M(100% 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.

Pooled Separate Account

$10.7M

6 holdings

Common Stocks

$5.1M

16 holdings

Mutual Funds

$4.8M

11 holdings

Common Collective Trusts

$826K

2 holdings

Other securities

$358K

1 holding

Pooled Separate Accounts

$158K

1 holding

Stable Value

$59K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Lincoln Financial$4.3M Vanguard$3.3M State Street / SPDR$1.2M T. Rowe Price$1.1M Invesco$560K PIMCO$246K American Funds (Capital Group)$165K

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402	Pooled Separate Account	—	—	$10.7M	95.0%
Lincoln National Life Insurance Co. Vanguard Life Strategy Moderate Growth Fund SAB2	Mutual Funds	—	—	$2.4M	21.4%
Lincoln National Life Insurance Co. Stadion Domestic Equity Fund SAS1	Common Stocks	—	—	$1.2M	10.8%
Lincoln National Life Insurance Co. MFS Growth Fund SA9J	Mutual Funds	—	—	$762K	6.8%
Lincoln National Life Insurance Co. Federated Hermes Government Ultrashort Fund SAC7	Common Stocks	—	—	$714K	6.3%
Lincoln National Life Insurance Co. Stadion International Equity SAS2	Common Stocks	—	—	$620K	5.5%
Lincoln National Life Insurance Co. T. Rowe Price Retirement 2040 Fund SAAH	Common Stocks	—	—	$580K	5.1%
Lincoln National Life Insurance Co. State Street Small/Mid Cap Equity Index Fund SACD	Common Collective Trusts	—	—	$576K	5.1%
Lincoln National Life Insurance Co. Invesco Div Dividend Fund SA7Y	Mutual Funds	—	—	$560K	5.0%
Lincoln National Life Insurance Co. State Street Russell Smll Cp Growth Fund SAA9	Common Stocks	—	—	$392K	3.5%
Maturing through December, 2029	Other securities	—	—	$358K	3.2%
Lincoln National Life Insurance Co. Vanguard Life Strategy Conservative Grwth Fnd SAAZ	Mutual Funds	—	—	$343K	3.0%
Lincoln National Life Insurance Co. T. Rowe Price Retirement 2050 Fund SAAK	Common Stocks	—	—	$281K	2.5%
Lincoln National Life Insurance Co. Vanguard 500 Index Fund SACG	Common Collective Trusts	—	—	$250K	2.2%
Lincoln National Life Insurance Co. PIMCO Inc Fund Instl SAA3	Mutual Funds	—	—	$246K	2.2%
Lincoln National Life Insurance Co. Baird Aggregate Bond Ins SAEJ	Common Stocks	—	—	$227K	2.0%
Lincoln National Life Insurance Co. Stadion Cyclical Trend SAS4	Common Stocks	—	—	$213K	1.9%
Lincoln National Life Insurance Co. Stadion Dynamic Trend SAS3	Common Stocks	—	—	$205K	1.8%
Lincoln National Life Insurance Co. Vanguard Inflation Protected Fund SAAW	Mutual Funds	—	—	$199K	1.8%
Lincoln National Life Insurance Co. State Street Russell Smll Cp Value Fund SAAA	Common Stocks	—	—	$190K	1.7%
s * Lincoln National Life Insurance Co. Stadion Core Income ETF AAEZ	Pooled Separate Accounts	—	—	$158K	1.4%
Lincoln National Life Insurance Co. Mgd Prin Protect Portfolio SAPP	Common Stocks	—	—	$150K	1.3%
Lincoln National Life Insurance Co. American Funds New World SA6J	Mutual Funds	—	—	$136K	1.2%
Lincoln National Life Insurance Co. T. Rowe Price Retirement 2030 Fund SAAF	Common Stocks	—	—	$133K	1.2%
Lincoln National Life Insurance Co. Vanguard REI Admiral Shares Fund SAB5	Mutual Funds	—	—	$92K	0.8%
Lincoln National Life Insurance Co. T. Rowe Price Retirement 2020 Fund SAAD	Common Stocks	—	—	$65K	0.6%
Guaranteed Interest Accounts * Lincoln National Life Insurance Co. Guaranteed Stable Value Acct GTEE	Stable Value	—	—	$59K	0.5%
Lincoln National Life Insurance Co. T. Rowe Price Retirement 2010 Fund SAAB	Common Stocks	—	—	$51K	0.5%
Lincoln National Life Insurance Co. American Funds Int Grwth and Income Fund SA6F	Mutual Funds	—	—	$28K	0.3%
Lincoln National Life Insurance Co. T. Rowe Price Retirement 2065 SASL	Common Stocks	—	—	$23K	0.2%
Lincoln National Life Insurance Co. T. Rowe Price Retirement 2060 Fund SAAM	Common Stocks	—	—	$13K	0.1%
Lincoln National Life Insurance Co. Vanguard LifeStrategy Income Fund SAEP	Mutual Funds	—	—	$9K	<0.1%
Lincoln National Life Insurance Co. Vanguard Life Strategy Growth Fund SAB1	Mutual Funds	—	—	$2K	<0.1%
LNL SATC STADION MANAGED CONSERVATI LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 705	Pooled Separate Account	—	—	$0	<0.1%
LNL SATM STADION MANAGED MODERATE LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 706	Pooled Separate Account	—	—	$0	<0.1%
LNL SATG STADION MANAGED GROWTH LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 707	Pooled Separate Account	—	—	$0	<0.1%
LNL SATB STADION MANAGED BALANCED LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 722	Pooled Separate Account	—	—	$0	<0.1%
LNL SATT STADION MANAGED MAXIMUM GR LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 724	Pooled Separate Account	—	—	$0	<0.1%