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Original filing (PDF)20251015095437NAL0005719712001
KE GUTRIDGE, LLC
Form 5500
FILING_RECEIVED
KE GUTRIDGE, LLC 401(K) PLAN
401(k) retirement plan
Active participants
261
Accounts w/ balance
157
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
31 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KE GUTRIDGE, LLC.
Plan sponsor
Name
KE GUTRIDGE, LLC
EIN
82-1007719
Address
88 SOUTH SECOND STREET · NEWARK, OH · 43055
Phone
(740) 349-9411
Industry
Constructionsee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SEO CPA GROUP, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA | 36-6071399 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-2937883 | — | INVESTMENT ADVISORY | $26K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRINITY PENSION CONSULTANTS | 20-4548831 | — | TPA | $3K | — |
Investments
31 pooled funds· $7.9M(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT INDEX 2030 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 057 | Pooled Separate Account | — | — | $1.4M | 16.1% | |
| MYWAYRETIREMENT INDEX RETIREMENT RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 066 | Pooled Separate Account | — | — | $1.4M | 15.9% | |
| MYWAYRETIREMENT INDEX 2040 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 058 | Pooled Separate Account | — | — | $1.1M | 12.4% | |
| MYWAYRETIREMENT INDEX 2035 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 068 | Pooled Separate Account | — | — | $1.0M | 11.7% | |
| MYWAYRETIREMENT LARGE CAP GROWTH RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 349 | Pooled Separate Account | — | — | $892K | 10.4% | |
| MYWAYRETIREMENT INDEX 2050 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 065 | Pooled Separate Account | — | — | $698K | 8.1% | |
| MYWAYRETIREMENT INDEX 2060 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 060 | Pooled Separate Account | — | — | $473K | 5.5% | |
| MYWAYRETIREMENT INDEX 2045 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 069 | Pooled Separate Account | — | — | $222K | 2.6% | |
| MYWAYRETIREMENT INDEX 2055 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 070 | Pooled Separate Account | — | — | $139K | 1.6% | |
| BLACKROCK EQUITY INDEX RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 909 | Pooled Separate Account | — | — | $139K | 1.6% | |
| MYWAYRETIREMENT LARGE CAP VALUE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 361 | Pooled Separate Account | — | — | $70K | 0.8% | |
| MYWAYRETIREMENT INTL VALUE RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 240 | Pooled Separate Account | — | — | $53K | 0.6% | |
| MYWAYRETIREMENT INDEX 2065 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 351 | Pooled Separate Account | — | — | $40K | 0.5% | |
| MYWAYRETIREMENT BALANCED RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 356 | Pooled Separate Account | — | — | $39K | 0.5% | |
| MYWAYRETIREMENT MID CAP GROWTH RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 348 | Pooled Separate Account | — | — | $32K | 0.4% | |
| MYWAYRETIREMENT MULTISECTOR BOND RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 347 | Pooled Separate Account | — | — | $27K | 0.3% | |
| BLACKROCK U.S. TIPS INDEX RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 344 | Pooled Separate Account | — | — | $25K | 0.3% | |
| MYWAYRETIREMENT SMALL CAP VALUE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 352 | Pooled Separate Account | — | — | $23K | 0.3% | |
| MYWAYRETIREMENT SMALL CAP GROWTH RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 353 | Pooled Separate Account | — | — | $23K | 0.3% | |
| MYWAYRETIREMENT CORE BOND RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 355 | Pooled Separate Account | — | — | $21K | 0.2% | |
| MYWAYRETIREMENT GLOBAL BOND RET ACC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 359 | Pooled Separate Account | — | — | $21K | 0.2% | |
| MYWAYRETIREMENT REAL ESTATE RET ACC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 360 | Pooled Separate Account | — | — | $20K | 0.2% | |
| BLACKROCK MID CAP EQUITY INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 357 | Pooled Separate Account | — | — | $19K | 0.2% | |
| BLACKROCK RUSSELL 2000 INDEX RET AC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 054 | Pooled Separate Account | — | — | $16K | 0.2% | |
| MYWAYRETIREMENT MID CAP VALUE RET A TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 362 | Pooled Separate Account | — | — | $15K | 0.2% | |
| MYWAYRETIREMENT INTERNAT GROWTH RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 354 | Pooled Separate Account | — | — | $14K | 0.2% | |
| BLACKROCK EAFE EQUITY INDEX RET ACC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 053 | Pooled Separate Account | — | — | $14K | 0.2% | |
| BLACKROCK U.S. DEBT INDEX RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 911 | Pooled Separate Account | — | — | $13K | 0.1% | |
| MYWAYRETIREMENT EMERGING MARKETS RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 436 | Pooled Separate Account | — | — | $12K | 0.1% | |
| MYWAYRETIREMENT COMMODITIES RET ACC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 358 | Pooled Separate Account | — | — | $7K | <0.1% | |
| MYWAYRETIREMENT INDEX 2025 RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 067 | Pooled Separate Account | — | — | $0 | <0.1% |
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