Back to filter
Original filing (PDF)20251013110908NAL0001784832002
KOMET USA, LLC
Form 5500
FILING_RECEIVED
KOMET USA, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
85
Accounts w/ balance
113
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
30 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Transamerica Life Ins Co Transamerica Stable Val Option" is 31% of plan.
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOMET USA, LLC.
Plan sponsor
Name
KOMET USA, LLC
EIN
84-1719571
Address
3042 SOUTHCROSS BLVD. SUITE 101 · ROCK HILL, SC · 29730
Phone
(803) 323-1501
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MELISSA G CRITHER CPA, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST ADVISORY SERVICES INC | 37-1808847 | — | INVESTMENT ADVISORY- PLAN | $9K | — |
Investments
2 direct securities · 30 pooled funds· $4.4M(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.
Pooled Separate Account
$3.0M
30 holdings
Uncategorized
$1.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Life Ins Co Transamerica Stable Val Option | — | — | — | $1.4M | 31.2% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $424K | 9.5% | |
| AMER FDS GR FD OF AMERICA INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 015 | Pooled Separate Account | — | — | $323K | 7.3% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $313K | 7.0% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $309K | 6.9% | |
| TRANSAMERICA LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 290 | Pooled Separate Account | — | — | $194K | 4.4% | |
| AMERICAN FDS FDAMENTAL INVS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $173K | 3.9% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $164K | 3.7% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $164K | 3.7% | |
| TA VANGUARD SM-CP VAL IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $111K | 2.5% | |
| LOOMIS SAYLES INV GRADE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $102K | 2.3% | |
| BLACKROCK EQ DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 240 | Pooled Separate Account | — | — | $95K | 2.1% | |
| AB SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 509 | Pooled Separate Account | — | — | $91K | 2.0% | |
| TRANSAMERICA LG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 477 | Pooled Separate Account | — | — | $68K | 1.5% | |
| MFS INTL VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 518 | Pooled Separate Account | — | — | $65K | 1.5% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $65K | 1.5% | |
| PGIM JENNISON MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 542 | Pooled Separate Account | — | — | $53K | 1.2% | |
| AMERICAN FDS NEW PRSPCTV RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $50K | 1.1% | |
| GOLDMAN SACHS MID CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 080 | Pooled Separate Account | — | — | $47K | 1.1% | |
| GOLDMAN SACHS TECH OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 269 | Pooled Separate Account | — | — | $41K | 0.9% | |
| INVESCO DEVELOPING MKTS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 471 | Pooled Separate Account | — | — | $37K | 0.8% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $30K | 0.7% | |
| Participants Notes Receivable with interest rates of 8.75% to 9.50% | — | — | — | $26K | 0.6% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $25K | 0.6% | |
| TA VANGUARD REAL ESTATE INDEX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $17K | 0.4% | |
| DELAWARE IVY SCIENCE & TECH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 271 | Pooled Separate Account | — | — | $12K | 0.3% | |
| TRANSAMERICA INTL EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $10K | 0.2% | |
| PIMCO REAL RETURN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 473 | Pooled Separate Account | — | — | $10K | 0.2% | |
| ALLSPRING PRECIOUS METALS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 276 | Pooled Separate Account | — | — | $8K | 0.2% | |
| TRANS ASST ALLC-MOD GR PRTF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 054 | Pooled Separate Account | — | — | $968 | <0.1% | |
| WESTERN ASSET CORE PLUS BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 614 | Pooled Separate Account | — | — | $793 | <0.1% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $33 | <0.1% |
Related plans
Other plans using TRUIST ADVISORY SERVICES INC
KAPSCH TRAFFICCOM USA, INC.
KAPSCH TRAFFICCOM 401(K) PLAN
$84.8M · 615 participants
MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP
MANNING & KASS, ELLROD, RAMIREZ, TRESTER LLP 401(K) PLAN
$54.8M · 219 participants
FAIRFAX NEONATAL ASSOCIATES, P.C.
FAIRFAX NEONATAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
$44.6M · 70 participants
ST. ANNE'S BELFIELD, INC.
ST. ANNE'S BELFIELD, INC. 403(B) RETIREMENT PLAN
$44.0M · 272 participants
GASTROINTESTINAL SPECIALIST OF GEOR GIA, INC.
GASTROINTESTINAL SPECIALIST OF GEOR GIA, INC. 401(K) PROFIT SHARING PLAN
$40.4M · 113 participants
UNIVERSITY PHYSICIANS ASSOCIATION INC
UPA 401(K) SAVINGS PLAN
$39.6M · 1,075 participants
Similar-size Manufacturing plans
KETO-CHECK, INC.
KETO-CHECK, INC. CASH BALANCE PLAN
$4.5M · 9 participants
SIEMENS MEDICAL SOLUTIONS USA, INC.
SIEMENS HEALTHCARE DIAGNOSTICS INC. PUERTO RICO PENSION PLAN
$4.4M
INVIA LLC
INVIA LLC 401(K) PROFIT SHARING PLAN & TRUST
$4.5M · 31 participants
NEEDLE SPECIALTY PRODUCTS
NEEDLE SPECIALTY PRODUCTS 401(K) PLAN
$4.5M · 93 participants
DIALITY, INC.
DIALITY, INC. 401(K) PLAN
$4.4M · 73 participants
INSTRUMENTAL MACHINE & DEVELOPMENT, LLC
INSTRUMENTAL MACHINE & DEVELOPMENT, LLC 401K PROFIT SHARING PLAN
$4.5M · 69 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants