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Original filing (PDF)20251007095926NAL0004589297001
GERBER SCIENTIFIC LLC
Form 5500
FILING_RECEIVED
LECTRA USA 401(K) PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
331
Accounts w/ balance
570
Plan assets (EOY)
$125.9M
Net assets (EOY)
$125.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
84
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund Mutual fund, 192,160 shares" is 31% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GERBER SCIENTIFIC LLC.
Plan sponsor
Name
GERBER SCIENTIFIC LLC
EIN
06-0640743
Address
24 INDUSTRIAL PARK ROAD WEST · TOLLAND, CT · 06084
Phone
(860) 871-8082
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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$63K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $29K | — |
Investments
25 direct securities · 1 pooled fund· $137.7M(100% 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
$125.9M
25 holdings
Common Collective Trust
$11.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund, 192,160 shares | — | — | — | $39.2M | 31.2% | |
| Fidelity Large Cap Growth Index Fund Mutual fund, 400,197 shares | — | — | — | $15.7M | 12.4% | |
| Similar Party Par or Maturity Value Cost** Value Galliard Stable Return Fund C Collective trust fund, 191,335 shares | — | — | — | $11.8M | 9.3% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $11.8M | 9.3% | |
| Fidelity US Bond Index Fund Mutual fund, 789,756 shares | — | — | — | $8.1M | 6.4% | |
| T. Rowe Price Retirement I 2030 Fund Mutual fund, 294,053 shares | — | — | — | $7.5M | 6.0% | |
| T. Rowe Price Retirement I 2025 Fund Mutual fund, 391,159 shares | — | — | — | $6.5M | 5.1% | |
| Fidelity Mid Cap Index Fund Mutual fund, 185,537 shares | — | — | — | $6.3M | 5.0% | |
| Fidelity Total International Stock Index Fund Mutual fund, 445,333 shares | — | — | — | $6.0M | 4.7% | |
| T. Rowe Price Retirement I 2035 Fund Mutual fund, 187,714 shares | — | — | — | $4.0M | 3.1% | |
| Fidelity International Growth Fund Mutual fund, 187,150 shares | — | — | — | $3.7M | 3.0% | |
| Fidelity Government Money Market Fund Money market fund, 2,166,956 shares | — | — | — | $2.2M | 1.7% | |
| Dodge & Cox Stock Fund Mutual fund, 8,403 shares | — | — | — | $2.2M | 1.7% | |
| T. Rowe Price Retirement I 2040 Fund Mutual fund, 55,996 shares | — | — | — | $1.7M | 1.4% | |
| T. Rowe Price Retirement I 2050 Fund Mutual fund, 89,255 shares | — | — | — | $1.7M | 1.3% | |
| T. Rowe Price Retirement I 2020 Fund Mutual fund, 89,540 shares | — | — | — | $1.7M | 1.3% | |
| American Century Small Cap Value Fund Mutual fund, 156,480 shares | — | — | — | $1.7M | 1.3% | |
| T. Rowe Price Retirement I 2045 Fund Mutual fund, 69,748 shares | — | — | — | $1.6M | 1.2% | |
| T. Rowe Price Retirement I 2060 Fund Mutual fund, 56,597 shares | — | — | — | $939K | 0.7% | |
| Fidelity Small Cap Growth Index Fund Mutual fund, 31,849 shares | — | — | — | $883K | 0.7% | |
| T. Rowe Price Retirement I 2055 Fund Mutual fund, 43,066 shares | — | — | — | $857K | 0.7% | |
| Participants Participant Loans Interest rates of 4.25% to 9.5% - | — | — | — | $681K | 0.5% | |
| T. Rowe Price Retirement I 2015 Fund Mutual fund, 30,855 shares | — | — | — | $388K | 0.3% | |
| T. Rowe Price Retirement I 2005 Fund Mutual fund, 32,131 shares | — | — | — | $384K | 0.3% | |
| T. Rowe Price Retirement I 2010 Fund Mutual fund, 18,153 shares | — | — | — | $275K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual fund, 8,309 shares | — | — | — | $230K | 0.2% |
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