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Original filing (PDF)20250422120119NAL0004277057001

KENDRICK PLASTICS, INC.

Form 5500
FILING_RECEIVED
KENDRICK PLASTICS, INC. 401K PLAN AND TRUST
401(k) retirement plan
Signals · 2
Late filing · 5.2 mo~96 bps in Sched C fees
Active participants
327
Accounts w/ balance
440
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
79
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 5.2 months past the 10.5-month grace window.
  • 96 bps in Schedule C fees — 84% above peer band of 52 bps.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENDRICK PLASTICS, INC..
Plan sponsor
Name
KENDRICK PLASTICS, INC.
EIN
84-3066353
Address
5050 KENDRICK ST SE · GRAND RAPIDS, MI · 49512
Phone
(616) 283-4284
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-04-22
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
UHY LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$44K
ADP BROKER-DEALER22-3319984RECORD KEEPER$0
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
MERRILL LYNCH PIERCE FENNER & SMITH13-5674085INVESTMENT ADVISOR$18K

Investments

1 pooled fund· $418K(6% 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.

InvestmentTypeCurrent value% of plan
PUTNAM STABLE VALUE FUND - 20
PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202
Common Collective Trust
$418K6.5%

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