Filings through Oct 24, 2026.

Retirement plan

Employees' Profit Sharing and Salary Reduction Plan of the Blakley Corporation

Name: THE BLAKLEY CORPORATION - EMPLOYEES' PROFIT SHARING AND SALARY REDUCTION PLAN OF THE BLAKLEY CORPORATION (2025) Form 5500
Creator: THE BLAKLEY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEES' PROFIT SHARING AND SALARY REDUCTION PLAN OF THE BLAKLEY CORPORATION, THE BLAKLEY CORPORATION

The Blakley CorporationEIN 35-0182105Plan #002PY 2025

8060 EAST 88TH STREET - INDIANAPOLIS, IN 462561263317-842-9600LinkedIn201-500 employeesbuilding materials

Prospect flagsHigh feesCorrective distributionsFew collective trustsFund lineup: 9 funds, $8.9M

How to read this page

Total assets (EOY)

$10M

+10.0% from 2024

Total participants

157

-0.6% from 2024

Average account balance

$71,489

+13.9% from 2024

Annual return

15.94%

+4.35 pp from 2024

Benchmarks

See 2,268 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,268 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	$18,777
SHEPHERD FINANCIAL INVESTMENT ADVIS8 years Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826	Advisory (Plan)	$18,772
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524	Advisory (Plan)	$6,039
KATZ, SAPPER & MILLER11+ years Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-1090346	Accounting	$5,000

Fund lineup

CSV with Pro

9 funds of $250K or more; 18 lines in all, holding $8.9M of the plan's $9.1M. From the 2024 filing. Recordkeeper: Fidelity (FMR).

In collective trusts0%median 0% for plans of $5M to $50M (40,338 plans)

In index funds14%median 22% for plans of $5M to $50M (40,338 plans)

In the main target-date series64%median 38% for plans of $5M to $50M (40,338 plans)

Employer stockNo

Target-date series: American Funds Target Date, mutual fund, 64% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages	Capital Group	Mutual fund	$5.7M	64.1%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund	Fidelity (FMR)	Mutual fund	$888K	10.0%
Registered Investment Companies AB Large Cap Growth Fund Z Manager not matched · Mutual fund	Not yet matched	Mutual fund	$643K	7.2%
Pioneer Bond Fund: Class K Victory Capital · Mutual fund	Victory Capital	Mutual fund	$393K	4.4%
Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$216K	2.4%
Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund	Janus Henderson	Mutual fund	$165K	1.9%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund	Fidelity (FMR)	Mutual fund	$139K	1.6%
Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund	Fidelity (FMR)	Mutual fund	$133K	1.5%
Invesco Stable Value Fund III Invesco · Stable value Stable value	Invesco	Stable value	$114K	1.3%
MFS International Growth Fund R6 MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$104K	1.2%

See the other 8 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2J2K2S2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$49K

$355 / participant

Recordkeeping$19K38.6%
Investment mgmt$14K29.5%
Other / not subdivided$16K31.9%

% of EOY assets

0.485%

all-in expense ratio

Categories reported

2 / 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: KATZ SAPPER & MILLER LLP
Auditor EIN: 351090346
Audit fees: $15,500
Opinion code: Unqualified

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Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL11+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$18,777

SHEPHERD FINANCIAL INVESTMENT ADVIS8 years

Filed as: SHEPHERD FINANCIAL INVESTMENT

Service code 27 · EIN 82-0759826

Advisory (Plan)

$18,772

STRATEGIC ADVISORS, INC.1 year

Filed as: STRATEGIC ADVISERS LLC

Service code 27 · EIN 04-2654524

Advisory (Plan)

$6,039

KATZ, SAPPER & MILLER11+ years

Filed as: KATZ SAPPER & MILLER

Service code 10 · EIN 35-1090346

Accounting

$5,000

Fund

Dollars

% of funds%

American Funds Target Date

Capital Group · Mutual fund

Target-date, 11 vintages

$5.7M

64.1%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

IndexRecordkeeper's own fund

$888K

10.0%

Registered Investment Companies AB Large Cap Growth Fund Z

Manager not matched · Mutual fund

$643K

7.2%

Pioneer Bond Fund: Class K

Victory Capital · Mutual fund

$393K

4.4%

Vanguard Windsor II Fund Admiral Shares

Vanguard · Mutual fund

$216K

2.4%

Janus Henderson Enterprise Fund Class N

Janus Henderson · Mutual fund

$165K

1.9%

Fidelity Mid Cap Index Fund

Fidelity (FMR) · Mutual fund

IndexRecordkeeper's own fund

$139K

1.6%

Fidelity International Index Fund

Fidelity (FMR) · Mutual fund

IndexRecordkeeper's own fund

$133K

1.5%

Invesco Stable Value Fund III

Invesco · Stable value

Stable value

$114K

1.3%

MFS International Growth Fund R6

MFS (Sun Life) · Mutual fund

$104K

1.2%

Employees' Profit Sharing and Salary Reduction Plan of the Blakley Corporation

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Employees' Profit Sharing and Salary Reduction Plan of the Blakley Corporation

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