Back to filter
Original filing (PDF)20251014185457NAL0001774915001
GREAT NECK TOOLS, INC. 401(K) PLAN
Form 5500
FILING_RECEIVED
GREAT NECK TOOLS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
421
Accounts w/ balance
520
Plan assets (EOY)
$20.5M
Net assets (EOY)
$20.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREAT NECK TOOLS, INC. 401(K) PLAN.
Plan sponsor
Name
GREAT NECK TOOLS, INC. 401(K) PLAN
EIN
11-0834190
Address
165 EAST SECOND STREET · MINEOLA, NY · 11501
Phone
(516) 746-5352
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, 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 | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONE HILL FIDUCIARY MANAGEMENT LL | 45-5608425 | — | INVESTMENT ADVISOR | $20K | — |
Investments
31 direct securities · 1 pooled fund· $20.4M(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
$19.5M
30 holdings
Mutual Funds
$562K
1 holding
Common Collective Trust
$338K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government Money Market Fund | — | — | — | $4.7M | 23.0% | |
| Fidelity Freedom 2030 Fund | — | — | — | $2.4M | 11.5% | |
| Fidelity Freedom 2040 Fund | — | — | — | $2.3M | 11.3% | |
| Fidelity Freedom 2025 Fund | — | — | — | $1.1M | 5.4% | |
| Fidelity Freedom 2015 Fund | — | — | — | $1.0M | 4.9% | |
| Fidelity 500 Index Fund | — | — | — | $841K | 4.1% | |
| Fidelity Freedom 2035 Fund | — | — | — | $831K | 4.1% | |
| Fidelity Freedom 2020 Fund | — | — | — | $808K | 3.9% | |
| Fidelity Capital Appreciation Fund | — | — | — | $620K | 3.0% | |
| Fidelity Freedom 2045 Fund | — | — | — | $571K | 2.8% | |
| Neuberger Berman Large Cap Value Trust | Mutual Funds | — | — | $562K | 2.7% | |
| Fidelity Freedom 2050 Fund | — | — | — | $504K | 2.5% | |
| Fidelity Capital & Income Fund | — | — | — | $469K | 2.3% | |
| Fidelity Freedom 2010 Fund | — | — | — | $394K | 1.9% | |
| Fidelity Freedom 2060 Fund | — | — | — | $380K | 1.9% | |
| Fidelity Freedom 2055 Fund | — | — | — | $365K | 1.8% | |
| Stable Value Collective Trust Fund * Fidelity Managed Income Portfolio - Class 1 | — | — | — | $338K | 1.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $338K | 1.7% | |
| 9.5% with maturities from 1 to 5 years | — | — | — | $289K | 1.4% | |
| Fidelity Balanced Fund | — | — | — | $273K | 1.3% | |
| Loomis Sayles Investment Grade Bond Fund | — | — | — | $201K | 1.0% | |
| Fidelity International Index Fund | — | — | — | $196K | 1.0% | |
| Fidelity Extended Market Index Fund | — | — | — | $161K | 0.8% | |
| Virtus KAR Mid-Cap Core Fund | — | — | — | $159K | 0.8% | |
| Fidelity International Discovery Fund | — | — | — | $125K | 0.6% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $125K | 0.6% | |
| Franklin Templeton Franklin Templeton Behavioral Small-Cap Equity Fund | — | — | — | $86K | 0.4% | |
| Fidelity Value Fund | — | — | — | $76K | 0.4% | |
| Brandywine Global High Yield Fund | — | — | — | $67K | 0.3% | |
| Undiscovered Managers Undiscovered Managers Behavioral Value Fund | — | — | — | $56K | 0.3% | |
| Fidelity Freedom Income Fund | — | — | — | $51K | 0.2% | |
| Fidelity Freedom 2065 Fund | — | — | — | $39K | 0.2% |
Related plans
Other plans using STONE HILL FIDUCIARY MANAGEMENT LL
G III APPAREL GROUP
G-III APPAREL GROUP, LTD. 401(K) PLAN
$191.7M · 2,471 participants
WORLD TRAVEL HOLDINGS, INC.
WORLD TRAVEL HOLDINGS, INC. 401(K) SAVINGS PLAN
$77.4M · 1,186 participants
PROFESSIONAL ORTHOPEDIC AND SPORTS PHYSICAL THERAPY, P.C.
PROFESSIONAL ORTHOPEDIC AND SPORTS PHYSICAL THERAPY, P.C. EMPLOYEE SAVINGS PLAN
$64.2M · 1,231 participants
GRASSI & CO., CPAS, P.C.
GRASSI & CO. 401(K) PLAN
$52.5M · 437 participants
STRATOS GLOBAL SERVICES, LLC
STRATOS 401(K) PLAN
$34.1M · 87 participants
ACE ENDICO CORP.
ACE ENDICO CORP. 401(K) PLAN
$33.5M · 707 participants
Similar-size Manufacturing plans
BICYCLE TOOLS, INC.
BICYCLE TOOLS, INC. PROFIT SHARING PLAN
$21.2M · 46 participants
MALCO TOOLS, INC.
MALCO TOOLS, INC. 401(K) PLAN
$21.4M · 152 participants
R & B WAGNER, INC.
THE WAGNER COMPANIES RETIREMENT PLAN
$21.7M · 138 participants
NATIONAL STEEL RULE COMPANY, INC.
NATIONAL STEEL RULE COMPANY, INC. PROFIT SHARING PLAN AND TRUST
$21.9M · 80 participants
ZWILLING J.A. HENCKELS, LLC
ZWILLING J.A. HENCKELS, LLC 401(K) PLAN
$22.1M · 548 participants
ESTWING MANUFACTURING CO, INC.
ESTWING MANUFACTURING COMPANY EMPLOYEES 401(K) PLAN
$22.9M · 208 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B