Filings through Oct 24, 2026.

Retirement plan

Employee Savings Plan

Name: NOVOLEX HOLDINGS, LLC - EMPLOYEE SAVINGS PLAN (2025) Form 5500
Creator: NOVOLEX HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE SAVINGS PLAN, NOVOLEX HOLDINGS, LLC

Novolex Holdings, LLCEIN 27-1455725Plan #012PY 2025

3426 TORINGDON WAY, SUITE 200 - CHARLOTTE, NC 28277800-845-6051LinkedIn1001-5000 employees

Other plans on this EIN

6 filings

#042Retirement-$877.1M assets #001Retirement-$434.5M assets #013Retirement-$236.5M assets #034Retirement-$46.8M assets #006Retirement-$21.9M assets #011Retirement-$21.4M assets

Prospect flagsFailed to transmit contributionsPossible retail share class: $206MFund lineup: 21 funds, $1.06B

How to read this page

Total assets (EOY)

$1.1B

No prior year

Total participants

10,770

No prior year

Average account balance

$107,353

No prior year

Annual return

16.15%

No prior year

Benchmarks

See 55 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants5,000-9,999

Cohort55 peers

Snapshot2025

See peer percentile detail with Pro.

Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.

Try Pro free Compare plans

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 5 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$225,693
EDELMAN FINANCIAL ENGINES, LLC1+ years Filed as: FINANCIAL ENGINES Service code 27 · EIN 94-3250323	Advisory (Plan)	$211,169
MARSH & MCLENNAN AGENCY LLC1+ years Filed as: MMA SECURITIES LLC Service code 27 · EIN 22-3570392	Advisory (Plan)	$77,784
COLLABORATIVE INSURANCE SOLUTIONS1+ years Filed as: COLLABORATIVE SOLUTIONS, LLC Service code 49 · EIN 13-3924155	Other Services	$39,488
CROWE LLP1+ years Service code 10 · EIN 35-0921680	Accounting	$38,745

Fund lineup

CSV with Pro

21 funds of $250K or more; 24 lines in all, holding $1.06B of the plan's $1.10B. From the 2025 filing. Recordkeeper: Fidelity (FMR).

In collective trusts25%median 62% for plans over $1B (1,350 plans)

In index funds73%median 38% for plans over $1B (1,350 plans)

In the main target-date series10%median 40% for plans over $1B (1,350 plans)

Employer stockNo

Target-date series: BlackRock LifePath Index, collective trust, 10% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Fidelity Growth Company Commingled Pool Class A Fidelity (FMR) · Collective trust Recordkeeper's own fund	Fidelity (FMR)	Collective trust	$158M	14.9%
BlackRock Lpth Index 2030 G Fund BlackRock · Mutual fund Index	BlackRock	Mutual fund	$129M	12.1%
BlackRock LifePath Index BlackRock · Collective trust Target-date, 1 vintage	BlackRock	Collective trust	$106M	10.0%
BlackRock Lpth Index 2035 G Fund BlackRock · Mutual fund Index	BlackRock	Mutual fund	$102M	9.6%
BlackRock US Equity Index J Fund BlackRock · Mutual fund Index	BlackRock	Mutual fund	$95.6M	9.0%
BlackRock Lpth Index 2040 G Fund BlackRock · Mutual fund Index	BlackRock	Mutual fund	$81.7M	7.7%
BlackRock Lpth Index 2045 G Fund BlackRock · Mutual fund Index	BlackRock	Mutual fund	$65.6M	6.2%
PIMCO Stable Income Fund II PIMCO (Allianz) · Stable value Stable value	PIMCO (Allianz)	Stable value	$51.7M	4.9%
BlackRock Lpth Index 2050 G Fund BlackRock · Mutual fund Index	BlackRock	Mutual fund	$51.7M	4.9%
BlackRock Lpth Index 2055 G Fund BlackRock · Mutual fund Index	BlackRock	Mutual fund	$42.3M	4.0%

See the other 14 lines in this lineup with Pro.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2G2J2K2S2T3H2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$593K

$70 / participant

Recordkeeping$218K36.9%
Investment mgmt$211K35.6%
Contract admin$7K1.2%
Other / not subdivided$156K26.3%

% of EOY assets

0.054%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CROWE LLP
Auditor EIN: 301506626
Audit fees: $38,745
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$225,693

EDELMAN FINANCIAL ENGINES, LLC1+ years

Filed as: FINANCIAL ENGINES

Service code 27 · EIN 94-3250323

Advisory (Plan)

$211,169

MARSH & MCLENNAN AGENCY LLC1+ years

Filed as: MMA SECURITIES LLC

Service code 27 · EIN 22-3570392

Advisory (Plan)

$77,784

COLLABORATIVE INSURANCE SOLUTIONS1+ years

Filed as: COLLABORATIVE SOLUTIONS, LLC

Service code 49 · EIN 13-3924155

Other Services

$39,488

CROWE LLP1+ years

Service code 10 · EIN 35-0921680

Accounting

$38,745

Fund

Dollars

% of funds%

Fidelity Growth Company Commingled Pool Class A

Fidelity (FMR) · Collective trust

Recordkeeper's own fund

$158M

14.9%

BlackRock Lpth Index 2030 G Fund

BlackRock · Mutual fund

Index

$129M

12.1%

BlackRock LifePath Index

BlackRock · Collective trust

Target-date, 1 vintage

$106M

10.0%

BlackRock Lpth Index 2035 G Fund

BlackRock · Mutual fund

Index

$102M

9.6%

BlackRock US Equity Index J Fund

BlackRock · Mutual fund

Index

$95.6M

9.0%

BlackRock Lpth Index 2040 G Fund

BlackRock · Mutual fund

Index

$81.7M

7.7%

BlackRock Lpth Index 2045 G Fund

BlackRock · Mutual fund

Index

$65.6M

6.2%

PIMCO Stable Income Fund II

PIMCO (Allianz) · Stable value

Stable value

$51.7M

4.9%

BlackRock Lpth Index 2050 G Fund

BlackRock · Mutual fund

Index

$51.7M

4.9%

BlackRock Lpth Index 2055 G Fund

BlackRock · Mutual fund

Index

$42.3M

4.0%

Employee Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Employee Savings Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion