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Original filing (PDF)20251014120122NAL0001344643001
KOLMAC ACQUISITION, LLC
Form 5500
FILING_RECEIVED
KOLMAC 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
165
Accounts w/ balance
151
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2050 Fund Vanguard 0" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOLMAC ACQUISITION, LLC.
Plan sponsor
Name
KOLMAC ACQUISITION, LLC
EIN
83-1409744
Address
3905 NATIONAL DRIVE · SUITE 200 · BURTONSVILLE, MD · 20866
Phone
(443) 946-7830
Industry
Health Care & Social Assistancesee 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
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
GROSS MENDELSOHN & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $2K | — |
Investments
20 direct securities · 1 pooled fund· $2.8M(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.
Uncategorized
$2.8M
20 holdings
Common Collective Trust
$29K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $782K | 28.0% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $568K | 20.3% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $302K | 10.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $246K | 8.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $217K | 7.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $160K | 5.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $103K | 3.7% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $101K | 3.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $80K | 2.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $72K | 2.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $31K | 1.1% | |
| CL) STABLE VALUE FUND R1 GREAT GRAY TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $29K | 1.0% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $23K | 0.8% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $21K | 0.8% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $17K | 0.6% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 762 Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $12K | 0.4% | |
| DFA U.S. Core Equity II Fund Instl DFA 0 | — | — | — | $8K | 0.3% | |
| DFA International Core Eqty 2 Port DFA 0 | — | — | — | $5K | 0.2% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 | — | — | — | $2K | <0.1% | |
| DFA Global Real Estate Securities DFA 0 | — | — | — | $2K | <0.1% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $1K | <0.1% |
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