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Original filing (PDF)20251015190521NAL0005687297001
KELVIN GROUP CO
Form 5500
FILING_RECEIVED
KELVIN GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
342
Accounts w/ balance
394
Plan assets (EOY)
$27.1M
Net assets (EOY)
$27.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELVIN GROUP CO.
Plan sponsor
Name
KELVIN GROUP CO
EIN
82-3162765
Address
500 RESEARCH DRIVE · WILMINGTON, MA · 01887
Phone
(717) 542-8314
Industry
Plumbing, Heating, AC Contractors· 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
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRAY, GRAY, & GRAY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWELVE POINTS RETIREMENT ADVISORS | — | CONCORD, MA | NONE | $56K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $33K | — |
Investments
31 direct securities · 5 pooled funds· $26.8M(99% 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
$22.1M
31 holdings
Common Collective Trust
$4.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $3.7M | 13.6% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $2.7M | 9.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.1M | 7.6% | |
| TWELVE PTS RET ADV MODERATE I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 001 | Common Collective Trust | — | — | $2.0M | 7.3% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.9M | 6.9% | |
| TWELVE PTS RET ADV AGGRESSIVE I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 001 | Common Collective Trust | — | — | $1.7M | 6.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.4M | 5.2% | |
| Nuveen Equity Index R6 Nuveen 0 | — | — | — | $1.4M | 5.0% | |
| Standard Stable Asset Fund 2 Standard 0 | — | — | — | $1.2M | 4.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.2M | 4.3% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.2M | 4.3% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.2M | 4.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $657K | 2.4% | |
| TWELVE PTS RET ADV CONSERVATIVE I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 001 | Common Collective Trust | — | — | $574K | 2.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $538K | 2.0% | |
| TWELVE PTS RET ADV MOD AGGRESSIVE I MATRIX TRUST COMPANY · EIN 75-3182674 / PN 001 | Common Collective Trust | — | — | $518K | 1.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $488K | 1.8% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $383K | 1.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $322K | 1.2% | |
| Victory Pioneer Global Equity Y Victory 0 | — | — | — | $311K | 1.1% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $311K | 1.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $283K | 1.0% | |
| Invesco Core Bond R6 Invesco 0 | — | — | — | $239K | 0.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $204K | 0.8% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $140K | 0.5% | |
| BNY Mellon Global Emerging Markets Y BNY 0 | — | — | — | $126K | 0.5% | |
| Thornburg Strategic Income R6 Thornburg 0 | — | — | — | $83K | 0.3% | |
| DWS RREEF Real Assets Fund Instl DWS 0 | — | — | — | $49K | 0.2% | |
| Fidelity U.S. Bond Index Fund Fidelity 0 | — | — | — | $47K | 0.2% | |
| Victory Pioneer Balanced R6 Victory 0 | — | — | — | $26K | <0.1% | |
| BlackRock Systematic Multi-Strat Instl BlackRock 0 | — | — | — | $24K | <0.1% | |
| Invesco Gold & Special Minerals R6 Invesco 0 | — | — | — | $23K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $23K | <0.1% | |
| Loomis Sayles Inflation Protect Sec N Loomis 0 | — | — | — | $11K | <0.1% | |
| DFA Intl Small Company Port Instl DFA 0 | — | — | — | $2K | <0.1% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 175 | Common Collective Trust | — | — | $0 | <0.1% |
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