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Original filing (PDF)20251007152158NAL0008184000001
GOLD MEDAL BAKERY, INC.
Form 5500
FILING_RECEIVED
GOLD MEDAL BAKERY, INC. EMPLOYEES SUPPLEMENTAL INCOME PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
538
Accounts w/ balance
757
Plan assets (EOY)
$71.2M
Net assets (EOY)
$71.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Funds Fidelity Contrafund" is 30% of plan.
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLD MEDAL BAKERY, INC..
Plan sponsor
Name
GOLD MEDAL BAKERY, INC.
EIN
04-2074311
Address
21 PENN STREET · FALL RIVER, MA · 02724
Phone
(508) 674-5766
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WOLF & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST INSTITUTIONAL OP CO | 04-2647786 | — | RECORDKEEPER | -$78K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIMEO SCHNEIDER AND ASSOCIATES | 36-4001764 | — | CONSULTANT | $44K | — |
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | CONSULTANT | $19K | — |
| STRATEGIC ADVISORS, INC | 04-2654524 | — | ADVISOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOLF & COMPANY, P.C. | 04-2689883 | — | ACCOUNTANT/AUDITOR | $18K | — |
Investments
29 direct securities · 1 pooled fund· $69.9M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$65.7M
29 holdings
Common Collective Trust
$4.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Funds Fidelity Contrafund | — | — | — | $20.6M | 29.0% | |
| Fidelity Funds Fidelity 500 Index Adv | — | — | — | $6.5M | 9.2% | |
| Fidelity Funds Fidelity Balanced K | — | — | — | $5.1M | 7.2% | |
| Fidelity Funds Fidelity Freedom 2050 K | — | — | — | $4.2M | 5.9% | |
| FIDELITY MANAGEMENT INCOME PORTFOLI FIDELITY INVESTMENTS · EIN 04-6568107 / PN 000 | Common Collective Trust | — | — | $4.2M | 5.8% | |
| Fidelity Funds Fidelity Freedom 2030 K | — | — | — | $4.0M | 5.6% | |
| Fidelity Funds Fidelity Freedom 2040 K | — | — | — | $3.3M | 4.6% | |
| Fidelity Funds Fidelity Extended Market Index Adv | — | — | — | $2.9M | 4.1% | |
| Fidelity Funds Fidelity Freedom 2035 K | — | — | — | $2.8M | 4.0% | |
| Fidelity Funds Fidelity Freedom 2045 K | — | — | — | $2.7M | 3.7% | |
| Fidelity Funds Fidelity Freedom 2055 K | — | — | — | $2.4M | 3.4% | |
| Fidelity Funds Fidelity Freedom 2025 K | — | — | — | $1.7M | 2.3% | |
| Hartford International Opportunities Fund Class R6 | — | — | — | $1.5M | 2.0% | |
| Fidelity Funds Fidelity Freedom 2060 K | — | — | — | $1.4M | 1.9% | |
| Prudential Total Return Bond Fund | — | — | — | $1.1M | 1.6% | |
| Fidelity Funds Fidelity US Bond Index | — | — | — | $1.0M | 1.4% | |
| MFS Value Fund Class R6 | — | — | — | $874K | 1.2% | |
| Vanguard Total International Stock Index Fd-Adm | — | — | — | $852K | 1.2% | |
| Conestoga Funds SMID-Cap Fund | — | — | — | $739K | 1.0% | |
| Fidelity Funds Fidelity Freedom 2020 K | — | — | — | $616K | 0.9% | |
| Diamond Hill Capital Management Small-Mid Cap Fund | — | — | — | $594K | 0.8% | |
| Fidelity Funds Fidelity Freedom 2065 K | — | — | — | $277K | 0.4% | |
| Legg Masson BW BWG GLB OPP BOND IS | — | — | — | $220K | 0.3% | |
| Fidelity Funds Fidelity Freedom Income K | — | — | — | $104K | 0.1% | |
| Cohen & Streets Global Realty | — | — | — | $98K | 0.1% | |
| Fidelity Funds Fidelity Freedom 2015 K | — | — | — | $79K | 0.1% | |
| Fidelity Funds Fidelity Government Money Market Fund | — | — | — | $27K | <0.1% | |
| Fidelity Funds Fidelity Treasury Money Market Fund | — | — | — | $10K | <0.1% | |
| Fidelity Funds Fidelity Freedom 2010 K | — | — | — | $7K | <0.1% | |
| Fidelity Funds Fidelity Freedom 2070 K | — | — | — | $1K | <0.1% |