Original filing (PDF)20251015122957NAL0002410147001

K.G. STEVENS, INC.

Name: K.G. STEVENS, INC. — K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN, Form 5500 (2024)
Creator: K.G. STEVENS, INC.

Form 5500

FILING_RECEIVED

K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN

401(k) retirement plan

Active participants

149

Accounts w/ balance

172

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

How this plan invests

This plan

1 pooled trust

Schedule D

9 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K.G. STEVENS, INC..

Plan sponsor

Name

K.G. STEVENS, INC.

EIN

92-0289539

Address

11100 WEST SILVER SPRING ROAD · MILWAUKEE, WI · 53225

Phone

(262) 432-1060

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

3F · Sponsor used leased employees

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$9K	—

Investments

9 direct securities · 1 pooled fund· $6.6M(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.

Uncategorized

$6.6M

9 holdings

Common Collective Trust

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Vanguard Target Retirement 2055 Fund	—	—	—	$1.2M	17.6%
	Vanguard Target Retirement 2025 Fund	—	—	—	$1.1M	16.5%

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