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Original filing (PDF)20250701140649NAL0007056147001
KLINGER COMPANIES, L.L.C.
Form 5500
FILING_RECEIVED
KLINGER COMPANIES, L.L.C. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
394
Accounts w/ balance
339
Plan assets (EOY)
$70.3M
Net assets (EOY)
$70.3M
How this plan invests
This plan
22 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KLINGER COMPANIES, L.L.C..
Plan sponsor
Name
KLINGER COMPANIES, L.L.C.
EIN
88-2871538
Address
PO BOX 8800 · SIOUX CITY, IA · 511028800
Phone
(712) 277-3900
Industry
Constructionsee 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
2025-07-01
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)
2U · Association Retirement Plan
3B · Covers self-employed individuals
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HENJES, CONNER & WILLIAMS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $250 | — |
Investments
14 direct securities · 22 pooled funds· $102.9M(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.
Common Collective Trust
$39.8M
14 holdings
Uncategorized
$37.6M
14 holdings
Pooled Separate Account
$25.5M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2070 CIT Z5 | — | — | — | $11.0M | 15.6% | |
| PRINCIPAL STABLE VALUE INST PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $11.0M | 15.6% | |
| Prin LifeTime Hybr 2015 CIT Z5 | — | — | — | $8.9M | 12.7% | |
| PRIN LGCAP S&P 500 INDEX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $8.9M | 12.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $6.7M | 9.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.1M | 8.7% | |
| PRIN LARGECAP GROWTH I SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $5.4M | 7.6% | |
| Prin LifeTime Hybr Inc CIT Z5 | — | — | — | $5.4M | 7.6% | |
| PRIN MIDCAP SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $4.0M | 5.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $3.9M | 5.5% | |
| Prin SmCap S&P 600 Index SA-I4 | — | — | — | $2.7M | 3.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.7M | 3.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.6M | 3.7% | |
| PRIN SMCAP S&P 600 INDEX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $2.0M | 2.8% | |
| Prin MidCap Sep Acct-I3 | — | — | — | $2.0M | 2.8% | |
| Prin LifeTime Hybr 2065 CIT Z5 | — | — | — | $1.9M | 2.8% | |
| PRIN MIDCAP S&P 400 IDX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.9M | 2.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.8M | 2.6% | |
| PRIN DIVERSIFIED INTL SA-I1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.7M | 2.5% | |
| Prin LgCap S&P 500 Index SA-I4 | — | — | — | $1.7M | 2.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.6M | 2.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 1.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.0M | 1.5% | |
| Prin Diversified Intl SA-I1 | — | — | — | $924K | 1.3% | |
| PRIN CORE PLUS BOND SEP ACT-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $924K | 1.3% | |
| Prin Core Plus Bond Sep Act-I4 | — | — | — | $856K | 1.2% | |
| Principal Stable Value Inst | — | — | — | $730K | 1.0% | |
| PRIN U.S. PROPERTY SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $730K | 1.0% | |
| PRIN LIFETIME HYBR INC CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $646K | 0.9% | |
| Prin LargeCap Growth I SA-I5 | — | — | — | $646K | 0.9% | |
| PRIN LIFETIME HYB 2070 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $444K | 0.6% | |
| Putnam Large Cap Value R5 Fund | — | — | — | $444K | 0.6% | |
| Fidelity Advisr Int Sm Cp I Fd | — | — | — | $342K | 0.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $237K | 0.3% | |
| Fidelity Adv Gov't Inc I Fund | — | — | — | $15K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z5 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $15K | <0.1% |