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Original filing (PDF)20250930165152NAL0005601811001
GARDEN STATE CUSTOM WINDOWS, LLC
Form 5500
FILING_RECEIVED
RBA CUSTOM WINDOWS 401(K) PLAN
401(k) retirement plan
Signals · 2
66% in single holding6 service providers
Active participants
1,591
Accounts w/ balance
1,302
Plan assets (EOY)
$28.8M
Net assets (EOY)
$28.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: MID CAP VALUE FUND II (extraction pending)]" is 66% of plan.
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARDEN STATE CUSTOM WINDOWS, LLC.
Plan sponsor
Name
GARDEN STATE CUSTOM WINDOWS, LLC
EIN
13-4223118
Address
70 JACKSON DRIVE · SUITE A · CRANFORD, NJ · 07016
Phone
(908) 497-1020
Industry
Constructionsee 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
2025-09-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLATT & DAUMAN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $73K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $15K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
| TOWERS WATSON INVESTMENT SERVICES | 52-1868818 | — | INVESTMENT ADVISOR | $6K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLATT & DAUMAN, LLP | 11-2778625 | — | ACCOUNTANT/AUDITOR | $11K | — |
| ABBEY E. BLATT | 11-2664575 | — | ACCOUNTANT/AUDITOR | $8K | — |
Investments
1 direct security · 2 pooled funds· $408K(1% 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.
Common Collective Trust
$305K
2 holdings
Uncategorized
$103K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $202K | 0.7% | |
| PIMCO RAE US SMALL CIT | — | — | $119K | $103K | 0.4% | |
| AC SMALL CAP VALUE GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $103K | 0.4% |
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