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Original filing (PDF)20251010152830NAL0004748787001
GORTON'S INC.
Form 5500
FILING_RECEIVED
GORTON'S RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
100% in single holding
Active participants
72
Accounts w/ balance
—
Plan assets (EOY)
$54.4M
Net assets (EOY)
$54.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "[DFE: AGILIS LONG CREDIT FUND (no filing on disk)]" is 100% of plan.
- 30 bps in Schedule C fees — 88% above peer band of 16 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GORTON'S INC..
Plan sponsor
Name
GORTON'S INC.
EIN
04-3575531
Address
128 ROGERS STREET · GLOUCESTER, MA · 01930
Phone
(978) 281-8201
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
MAMACOS, BYSIEWICZ & ASSOCIATES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AGILIS PARTNERS LLC | 04-3513306 | — | CONSULTANT | $79K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | CONTRACT ADMINISTRATOR | $79K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAMACOS, BYSIEWICZ & ASSOCIATES LLC | 92-1450991 | — | AUDITOR | $6K | — |
Investments
1 pooled fund· $38.7M(71% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AGILIS LONG CREDIT FUND HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 000 | Common Collective Trust | — | — | $38.7M | 71.1% |