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Original filing (PDF)20251010125407NAL0018006274001
GIC (NEW YORK) INC.
Form 5500
FILING_RECEIVED
GIC 401(K) PLAN
401(k) retirement plan
Active participants
310
Accounts w/ balance
372
Plan assets (EOY)
$97.2M
Net assets (EOY)
$97.2M
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)
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 (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GIC (NEW YORK) INC..
Plan sponsor
Name
GIC (NEW YORK) INC.
EIN
13-3832887
Address
280 PARK AVENUE · 9TH FLOOR · NEW YORK, NY · 10017
Phone
(212) 856-2500
Industry
Finance & Insurancesee 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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JOHANSON AND YAU ACCOUNTANCY CORP
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 | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $78K | — |
Investments
33 direct securities· $97.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 Index Mutual fund n/a | — | — | — | $22.8M | 23.5% | |
| Vanguard Growth Index Adm Mutual fund n/a | — | — | — | $19.1M | 19.7% | |
| FID Freedom 2050 Fund K6 Mutual fund n/a | — | — | — | $5.7M | 5.9% | |
| FID Government Money Market Fund Interest-bearing cash n/a | — | — | — | $4.8M | 4.9% | |
| Vanguard Intl Growth Adm Mutual fund n/a | — | — | — | $4.1M | 4.2% | |
| FID Freedom 2055 Fund K6 Mutual fund n/a | — | — | — | $4.0M | 4.1% | |
| FID Freedom 2040 Fund K6 Mutual fund n/a | — | — | — | $3.7M | 3.9% | |
| FID Mid Cap Index Mutual fund n/a | — | — | — | $3.7M | 3.8% | |
| FID Freedom 2060 Fund K6 Mutual fund n/a | — | — | — | $3.2M | 3.3% | |
| AF Balanced Fund R6 Mutual fund n/a | — | — | — | $2.7M | 2.7% | |
| Vanguard Mid-Cap Value Adm Mutual fund n/a | — | — | — | $2.6M | 2.7% | |
| FID Freedom 2045 Fund K6 Mutual fund n/a | — | — | — | $2.6M | 2.7% | |
| AF New World Fund R6 Mutual fund n/a | — | — | — | $2.1M | 2.1% | |
| FID Freedom 2030 Fund K6 Mutual fund n/a | — | — | — | $2.1M | 2.1% | |
| Vanguard High-Yield Corp Adm Mutual fund n/a | — | — | — | $1.8M | 1.9% | |
| FID Select Gold Mutual fund n/a | — | — | — | $1.4M | 1.4% | |
| FID Freedom 2035 Fund K6 Mutual fund n/a | — | — | — | $1.3M | 1.3% | |
| VOYA Interm Bond R6 Mutual fund n/a | — | — | — | $1.2M | 1.3% | |
| FID Infl Pr Bd Idx Mutual fund n/a | — | — | — | $1.1M | 1.1% | |
| FID China Region Mutual fund n/a | — | — | — | $1.0M | 1.1% | |
| FID Small Cap Index Mutual fund n/a | — | — | — | $1.0M | 1.0% | |
| Vanguard Mid-Cap Growth Adm Mutual fund n/a | — | — | — | $810K | 0.8% | |
| FID US Bond Idx Mutual fund n/a | — | — | — | $799K | 0.8% | |
| AF American Mutual Fund R6 Mutual fund n/a | — | — | — | $781K | 0.8% | |
| American Century Small Cap Value R6 Mutual fund n/a | — | — | — | $601K | 0.6% | |
| FID Freedom 2065 Fund K6 Mutual fund n/a | — | — | — | $568K | 0.6% | |
| Vanguard Small-Cap Value Adm Mutual fund n/a | — | — | — | $485K | 0.5% | |
| FID Freedom 2070 Fund K6 Mutual fund n/a 366 * FID Freedom Income Fund K6 Mutual fund n/a | — | — | — | $378K | 0.4% | |
| Vanguard Emerging Stk Idx Adm Mutual fund n/a | — | — | — | $340K | 0.3% | |
| Notes receivable from participants 9 loans - 4.25% to 9.5% n/a | — | — | — | $171K | 0.2% | |
| C&S Real Estate Securities Fund, Inc. Cl Z Mutual fund n/a | — | — | — | $161K | 0.2% | |
| FID Freedom 2025 Fund K6 Mutual fund n/a | — | — | — | $98K | 0.1% | |
| FID Freedom 2010 Fund K6 Mutual fund n/a 202 * FID Freedom 2015 Fund K6 Mutual fund n/a 211 * FID Freedom 2020 Fund K6 Mutual fund n/a | — | — | — | $98K | 0.1% |
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