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Original filing (PDF)20250529144026NAL0007423217001
CENTRAL NATIONAL GOTTESMAN INC
Form 5500
FILING_RECEIVED
CENTRAL NATIONAL GOTTESMAN INC PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 3
~102 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
293
Accounts w/ balance
368
Plan assets (EOY)
$120.9M
Net assets (EOY)
$115.6M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 102 bps in Schedule C fees — 921% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL NATIONAL GOTTESMAN INC.
Plan sponsor
Name
CENTRAL NATIONAL GOTTESMAN INC
EIN
13-0425246
Address
THREE MANHATTANVILLE ROAD · PURCHASE, NY · 105772123
Phone
(914) 696-9000
Industry
Wholesale Tradesee 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
2025-05-29
Pension benefit codes
2E · Profit-sharing
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENHAVEN ASSOCIATES | 13-3436799 | — | CTRL BY DIR & SH OF CO. | $946K | — |
| BRAVE WARRIOR ADVISORS, LLC | 35-2373635 | — | NONE | $209K | — |
| CROWE LLP | 35-0921680 | — | NONE | $34K | — |
| JPMORGAN CHASE | 13-2624428 | — | NONE | $24K | — |
| CAP TRUST | 26-0058143 | — | NONE | $12K | — |
| HOOKER & HOLCOMBE INC | 06-0854693 | — | NONE | $11K | — |
Investments
31 direct securities· $140.1M(100% of reported assets)
Uncategorized
$139.2M
30 holdings
Common Stocks
$848K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-In Identity of issue, borrower, lessor, or Description of (d) (e) Interest similar party investment Cost Current value U.S. Dollar Deposit Accounts * JP Morgan Chase & Co. U.S. dollar deposit accounts | — | — | $30.9M | $30.9M | 25.6% | |
| Lennar Corporation - Class A 108,359 shares | — | — | $5.6M | $14.8M | 12.2% | |
| Toll Brothers Inc. 102,500 shares | — | — | $2.4M | $12.9M | 10.7% | |
| General Motors Co. 227,500 shares | — | — | $8.0M | $12.1M | 10.0% | |
| Citigroup Inc. 165,000 shares | — | — | $8.8M | $11.6M | 9.6% | |
| U.S. Treasury U.S. Treasury Bills due 4/1/25 | — | — | $9.9M | $9.9M | 8.2% | |
| Number of transactions 1 U.S. treasury bill due 08/29/2024 | — | — | $9.9M | $9.9M | 8.2% | |
| Single Transaction U.S. dollar deposit account | — | — | $9.9M | $9.9M | 8.2% | |
| U.S. Treasury Bills U.S. Treasury U.S. Treasury Bills due 1/9/25 | — | — | $4.9M | $5.0M | 4.1% | |
| D.R. Horton, Inc. 21,517 shares | — | — | $2.1M | $3.0M | 2.5% | |
| Invesco S&P 500 Equal Weight 16,979 shares | — | — | $1.8M | $3.0M | 2.5% | |
| Avnet Inc. 45,000 shares | — | — | $2.0M | $2.4M | 1.9% | |
| Lear Corporation 22,500 shares | — | — | $3.1M | $2.1M | 1.8% | |
| PulteGroup, Inc. 15,000 shares | — | — | $610K | $1.6M | 1.4% | |
| Vallourec S.A. 80,000 shares | — | — | $1.3M | $1.4M | 1.1% | |
| Oshkosh Corporation 12,500 shares | — | — | $1.0M | $1.2M | 1.0% | |
| Elevance Health Inc. 3,103 shares | — | — | $1.0M | $1.1M | 0.9% | |
| TD Synnex Corporation 7,656 shares | — | — | $847K | $898K | 0.7% | |
| Arrow Electronics Inc. 7,500 shares | Common Stocks | — | $882K | $848K | 0.7% | |
| Discover Financial Services 4,717 shares | — | — | $462K | $817K | 0.7% | |
| OneMain Holdings, Inc. 13,572 shares | — | — | $532K | $708K | 0.6% | |
| Fidelity National Financial, Inc. 11,206 shares | — | — | $469K | $629K | 0.5% | |
| Ryanair Holdings PLC 12,597 shares | — | — | $509K | $549K | 0.5% | |
| AutoNation Inc. 2,896 shares | — | — | $440K | $492K | 0.4% | |
| Primerica, Inc. 1,604 shares | — | — | $116K | $435K | 0.4% | |
| F&G Annuities & Life, Inc. 10,372 shares | — | — | $198K | $430K | 0.4% | |
| Lithia Motors, Inc. 1,146 shares | — | — | $318K | $410K | 0.3% | |
| B&M European Value Retail 87,611 shares | — | — | $437K | $403K | 0.3% | |
| Terex Corporation 7,500 shares | — | — | $337K | $347K | 0.3% | |
| Genpact Ltd. 5,000 shares | — | — | $173K | $215K | 0.2% | |
| Number of transactions 1 U.S. treasury bill due 08/29/2024 | — | — | $10.0M | $131K | 0.1% |