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Original filing (PDF)20251013153229NAL0002306832001
APPLEGATE GREENFIBER ACQUISITION, LLC
Form 5500
FILING_RECEIVED
APPLEGATE GREENFIBER ACQUISITION, LLC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
332
Accounts w/ balance
193
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
1 pooled trust
Schedule D
36 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
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 58% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPLEGATE GREENFIBER ACQUISITION, LLC.
Plan sponsor
Name
APPLEGATE GREENFIBER ACQUISITION, LLC
EIN
87-3881297
Address
5500 77 CENTER DRIVE · SUITE 100 · CHARLOTTE, NC · 28217
Phone
(704) 379-0641
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
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
GREERWALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICE | 81-3968784 | — | NONE | $26K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $23K | — |
Investments
35 direct securities · 1 pooled fund· $9.4M(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
$8.7M
35 holdings
Common Collective Trust
$699K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.4M | 14.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.1M | 11.2% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $886K | 9.4% | |
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MNGT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $699K | 7.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $685K | 7.3% | |
| T. Rowe Price Blue Chip Growth I T. Rowe Price 0 | — | — | — | $498K | 5.3% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $496K | 5.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $472K | 5.0% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $463K | 4.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $410K | 4.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $241K | 2.6% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $231K | 2.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $221K | 2.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $183K | 2.0% | |
| Franklin Utilities Series Adv Franklin 0 | — | — | — | $182K | 1.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $141K | 1.5% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $136K | 1.4% | |
| Columbia Small Cap Index I2 Columbia 0 | — | — | — | $133K | 1.4% | |
| Vanguard LifeStrategy Consv Growth Inv Vanguard 0 | — | — | — | $120K | 1.3% | |
| MassMutual Mid Cap Growth I MassMutual 0 | — | — | — | $110K | 1.2% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $108K | 1.1% | |
| JHancock III Disc Val Mid Cap R6 John Hancock 0 | — | — | — | $95K | 1.0% | |
| BNY Mellon Natural Resources I BNY Mellon 0 | — | — | — | $87K | 0.9% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $64K | 0.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $59K | 0.6% | |
| American Funds New World R6 American Funds 0 | — | — | — | $37K | 0.4% | |
| AB Global Bond Z Alliance Bernstein 0 | — | — | — | $37K | 0.4% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 | — | — | — | $35K | 0.4% | |
| Virtus Duff & Phelps Glbl Real Est I Virtus 0 | — | — | — | $32K | 0.3% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $18K | 0.2% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $16K | 0.2% | |
| Cromwell CenterSquare Real Estate Inv Cromwell 0 | — | — | — | $12K | 0.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $11K | 0.1% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $10K | 0.1% | |
| T. Rowe Price Overseas Stock I T. Rowe Price 0 | — | — | — | $9K | <0.1% | |
| Fidelity Advisor Intl Growth I Fidelity 0 | — | — | — | $6K | <0.1% |
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