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Original filing (PDF)20250814052118NAL0005256659001
THE JOHN GORE ORGANIZATION, INC.
Form 5500
FILING_RECEIVED
THE JOHN GORE ORGANIZATION, INC. 401K AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
263
Accounts w/ balance
519
Plan assets (EOY)
$43.9M
Net assets (EOY)
$43.9M
How this plan invests
This plan
27 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 (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE JOHN GORE ORGANIZATION, INC..
Plan sponsor
Name
THE JOHN GORE ORGANIZATION, INC.
EIN
20-1320334
Address
1619 BROADWAY · 8TH FLOOR · NEW YORK, NY · 10019
Phone
(917) 421-5481
Industry
Arts, Entertainment, Recreationsee 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
2025-08-14
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)
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $29K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
27 direct securities· $43.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM 2045 FUND - K | Registered Investment Companies | — | — | $4.2M | 9.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $3.9M | 8.9% | |
| T. ROWE PRICE BLUE CHIP GR-ADV | Registered Investment Companies | — | — | $3.4M | 7.8% | |
| FIDELITY FREEDOM 2035 FUND - K | Registered Investment Companies | — | — | $3.3M | 7.4% | |
| FIDELITY FREEDOM 2050 FUND - K | Registered Investment Companies | — | — | $3.2M | 7.2% | |
| FIDELITY FREEDOM 2040 FUND - K | Registered Investment Companies | — | — | $3.1M | 7.1% | |
| FIDELITY BALANCED FUND - K | Registered Investment Companies | — | — | $2.8M | 6.4% | |
| AB DISCOVERY VALUE ADVISOR | Registered Investment Companies | — | — | $2.6M | 6.0% | |
| FIDELITY FREEDOM 2030 FUND - K | Registered Investment Companies | — | — | $1.9M | 4.4% | |
| FIDELITY SMALL CAP VALUE | Registered Investment Companies | — | — | $1.9M | 4.4% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $1.6M | 3.6% | |
| FIDELITY FREEDOM 2055 FUND - K | Registered Investment Companies | — | — | $1.5M | 3.5% | |
| FIDELITY FREEDOM 2025 FUND - K | Registered Investment Companies | — | — | $1.5M | 3.4% | |
| FIDELITY INTERNATIONAL DISC K | Registered Investment Companies | — | — | $1.3M | 2.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| FIDELITY FREEDOM 2060 FUND - K | Registered Investment Companies | — | — | $1.0M | 2.4% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $1.0M | 2.4% | |
| FIDELITY TOTAL BOND FUND | Registered Investment Companies | — | — | $883K | 2.0% | |
| WILLIAM BLAIR SM MID CAP GR I | Registered Investment Companies | — | — | $798K | 1.8% | |
| FIDELITY FREEDOM 2020 FUND - K | Registered Investment Companies | — | — | $628K | 1.4% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $589K | 1.3% | |
| FIDELITY FREEDOM INCOME - K | Registered Investment Companies | — | — | $367K | 0.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $324K | 0.7% | |
| NEUBERGER BERMAN H INC BD INST | Registered Investment Companies | — | — | $241K | 0.5% | |
| FIDELITY FREEDOM 2010 FUND - K | Registered Investment Companies | — | — | $240K | 0.5% | |
| PIMCO REAL RETURN - ADMIN | Registered Investment Companies | — | — | $220K | 0.5% | |
| FIDELITY FREEDOM 2015 FUND - K | Registered Investment Companies | — | — | $10K | <0.1% |