Original filing (PDF)20250918123238NAL0003143042001

G.W. LISK COMPANY, INC.

Name: G.W. LISK COMPANY, INC. — G.W. LISK COMPANY, INC. EMPLOYEES' SAVINGS & INVESTMENT PLAN, Form 5500 (2024)
Creator: G.W. LISK COMPANY, INC.

Form 5500

FILING_RECEIVED

G.W. LISK COMPANY, INC. EMPLOYEES' SAVINGS & INVESTMENT PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

721

Accounts w/ balance

856

Plan assets (EOY)

$54.9M

Net assets (EOY)

$54.9M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 469K (9% of contributions).
Total administrative cost in the bottom quartile of peers (22nd percentile).
Bottom-decile employer contributions per participant (6th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for G.W. LISK COMPANY, INC..

Plan sponsor

Name

G.W. LISK COMPANY, INC.

EIN

16-0771409all filings

Address

2 SOUTH STREET · CLIFTON SPRINGS, NY · 14432

Phone

(315) 462-9880

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

2025-09-18

Pension benefit codes

2E · Profit-sharing

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$79K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	—	NASHVILLE, TN	INVESTMENT ADVISOR	$76K	—

Investments

1 pooled fund· $1.6M(3% 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.