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Original filing (PDF)20251014085128NAL0003459296001
FLEX-N-GATE SHELBY LLC
Form 5500
FILING_RECEIVED
FLEX-N-GATE SHELBY UNION #400 401(K) PLAN
401(k) retirement plan
Active participants
253
Accounts w/ balance
211
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
1 pooled trust
Schedule D
14 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 (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLEX-N-GATE SHELBY LLC.
Plan sponsor
Name
FLEX-N-GATE SHELBY LLC
EIN
81-3491503
Address
502 E. ANTHONY DRIVE · URBANA, IL · 61802
Phone
(217) 278-2600
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $8K | — |
Investments
14 direct securities · 1 pooled fund· $2.5M(92% 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.
Uncategorized
$2.5M
14 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2030 Fund | — | — | — | $500K | 18.1% | |
| Vanguard Institutional Target Retirement 2040 Fund | — | — | — | $287K | 10.4% | |
| Vanguard Institutional Target Retirement 2025 Fund | — | — | — | $263K | 9.5% | |
| Vanguard Institutional Target Retirement 2050 Fund | — | — | — | $242K | 8.8% | |
| Vanguard Institutional Target Retirement 2035 Fund | — | — | — | $231K | 8.4% | |
| Vanguard Institutional Target Retirement 2060 Fund | — | — | — | $225K | 8.2% | |
| Vanguard Institutional Target Retirement 2045 Fund | — | — | — | $225K | 8.2% | |
| Vanguard Institutional Target Retirement 2055 Fund | — | — | — | $180K | 6.5% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $136K | 4.9% | |
| Pioneer Bond K 986 Vanguard Institutional Target Retirement 2020 Fund | — | — | — | $131K | 4.7% | |
| Vanguard Institutional Target Retirement 2065 Fund | — | — | — | $104K | 3.8% | |
| American Moderate Fund 416 American Aggressive Fund 413 JP Morgan Large Cap Growth Fund | — | — | — | $15K | 0.6% | |
| Vanguard Total Bond Market Index Fund Institutional 409 Vanguard Total Stock Market Index Fund Institutional | — | — | — | $6K | 0.2% | |
| Vanguard Institutional Target Retirement Income Fund | — | — | — | $4K | 0.2% | |
| VANGARD RETIREMENT SAVINGS TRUST IV VANGARD RETIREMENT SAVINGS TRUST IV · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |
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