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Original filing (PDF)20250819154012NAL0004403874001
GOLD BOND, INC
Form 5500
FILING_RECEIVED
GOLD BOND 401(K) PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
110
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
22 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOLD BOND, INC.
Plan sponsor
Name
GOLD BOND, INC
EIN
20-0347867
Address
5485 HIXSON PIKE · HIXSON, TN · 37343
Phone
(423) 842-5844
Industry
Manufacturingsee all
Plan administrator
Name
TOMMY HORST
EIN
81-2035355
City
KNOXVILLE, TN
Phone
(865) 966-1225
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JOHNSON, HICKEY, MURCHISON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $18K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES, INC. | 62-1200951 | — | CONTRACT ADMIN | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
22 direct securities· $6.4M(100% of reported assets)
Uncategorized
$5.7M
21 holdings
Mutual Funds
$677K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2040 K | — | — | — | $1.1M | 17.6% | |
| Blackrock Lifepath Index 2035 K | — | — | — | $976K | 15.2% | |
| General Account * Key Guaranteed Portfolio Fund Fixed Annuities | — | — | — | $799K | 12.5% | |
| Blackrock Lifepath Index Retirement K | Mutual Funds | — | — | $677K | 10.6% | |
| Blackrock Lifepath Index 2030 K | — | — | — | $420K | 6.6% | |
| Blackrock Lifepath Index 2055 K | — | — | — | $393K | 6.1% | |
| Vanguard 500 Index Admiral | — | — | — | $385K | 6.0% | |
| Blackrock Lifepath Index 2050 K | — | — | — | $337K | 5.3% | |
| Blackrock Lifepath Index 2045 K | — | — | — | $205K | 3.2% | |
| Federated Institutional High Yield Bond R6 | — | — | — | $168K | 2.6% | |
| Vanguard Developed Markets Index Admiral VTMGX | — | — | — | $152K | 2.4% | |
| Putnam Large Cap Growth R6 | — | — | — | $140K | 2.2% | |
| American Funds Washington Mutual R6 | — | — | — | $136K | 2.1% | |
| Baird Core Plus Bond Inst | — | — | — | $105K | 1.6% | |
| Blackrock Lifepath Index 2060 K | — | — | — | $102K | 1.6% | |
| Notes receivable from participants Interest rates from 4.25% to 9.50% | — | — | — | $84K | 1.3% | |
| Vanguard Small Cap Index ADM | — | — | — | $73K | 1.1% | |
| American Funds Europacific GR R6 | — | — | — | $41K | 0.6% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $32K | 0.5% | |
| T. Rowe Price Real Estate I | — | — | — | $21K | 0.3% | |
| American Century Inflation Adj Bond R6 | — | — | — | $11K | 0.2% | |
| Janus Henderson Triton N | — | — | — | $3K | <0.1% |
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