Original filing (PDF)20251002113852NAL0000279219001

Sapona Yarns, LLC

Name: Sapona Yarns, LLC — Sapona Yarns, LLC Associates, Form 5500 (2024)
Creator: Sapona Yarns, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sapona Yarns, LLC Associates Savings Plan

401(k) retirement plan · Sapona Yarns, LLC's Sapona Yarns, LLC Associates Savings Plan held $1.3M in plan assets for 141 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 1

~165 bps in Sched C fees

Active participants

141

Accounts w/ balance

105

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (10th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAPONA YARNS, LLC.

Plan sponsor

Name

SAPONA YARNS, LLC

EIN

86-2645786all filings

Address

2478 CEDAR FALLS ROAD · FRANKLINVILLE, NC · 27248

Phone

(336) 625-2727

Industry

Manufacturing

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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SVCS.	82-4555287	—	RECORDKEEPER	$19K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS LLC	—	CHARLOTTE, NC	INVESTMENT ADVISOR	$3K	—

Investments

23 direct securities· $1.3M(100% of reported assets)

Mutual Funds

$1.1M

21 holdings

Common Collective Trusts

$165K

1 holding

Other securities

$67K

1 holding

					% of plan
American Funds 2040 Target Date Fund R6	Mutual Funds	—	—	$181K	13.4%
American Funds 2045 Target Date Fund R6	Mutual Funds	—	—	$170K	12.6%
Vanguard 500 Index - Admiral	Common Collective Trusts	—	—	$165K	12.2%
American Funds 2050 Target Date Fund R6	Mutual Funds	—	—	$152K	11.3%
American Funds 2030 Target Date Fund R6	Mutual Funds	—	—	$103K	7.7%
American Funds 2035 Target Date Fund R6	Mutual Funds	—	—	$100K	7.4%
American Funds US Govt. Money Market R6	Mutual Funds	—	—	$91K	6.7%
T. Rowe Price Blue Chip Growth I	Other securities	—	—	$67K	5.0%
American Funds 2055 Target Date Fund R6	Mutual Funds	—	—	$63K	4.7%
American Funds American Balanced R6	Mutual Funds	—	—	$55K	4.0%
American Funds 2065 Target Date Fund R6	Mutual Funds	—	—	$44K	3.3%
American Funds 2025 Target Date Fund R6	Mutual Funds	—	—	$40K	3.0%
American Funds 2060 Target Date Fund R6	Mutual Funds	—	—	$40K	2.9%
American Funds Small Cap World R6	Mutual Funds	—	—	$27K	2.0%
American Funds 2020 Target Date Fund R6	Mutual Funds	—	—	$12K	0.9%
American Funds New Perspective R6	Mutual Funds	—	—	$8K	0.6%
American Funds 2015 Target Date Fund R6	Mutual Funds	—	—	$8K	0.6%
American Funds AMCAP R6	Mutual Funds	—	—	$7K	0.5%
Dodge & Cox Income Fund	Mutual Funds	—	—	$3K	0.2%
Vanguard Interm-Term Bond Index Admiral ** 594 Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$3K	0.2%
American Funds INVMT Co Of America R6	Mutual Funds	—	—	$3K	0.2%
American Funds Capital World G/I R6	Mutual Funds	—	—	$2K	0.2%
PIMCO Income Instl.	Mutual Funds	—	—	$1K	<0.1%