Original filing (PDF)20251013151209NAL0000751475001

LANDIS+GYR TECHNOLOGY, INC.

Name: LANDIS+GYR TECHNOLOGY, INC. — RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF LANDIS+GYR, Form 5500 (2024)
Creator: LANDIS+GYR TECHNOLOGY, INC.

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF LANDIS+GYR

Defined-benefit pension plan

Signals · 1

~84 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

How this plan invests

This plan

2 collective trusts

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. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LANDIS+GYR TECHNOLOGY, INC..

Plan sponsor

Name

LANDIS+GYR TECHNOLOGY, INC.

EIN

20-1399908all filings

Address

30000 MILL CREEK AVENUE · SUITE 100 · ALPHARETTA, GA · 30022

Phone

(765) 429-1298

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

KRUGGEL LAWTON & COMPANY, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$104K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAMBRIDGE INVESTMENT RESEARCH INC	42-1445429	—	INVESTMENT ADVISORY	$0	—

Investments

2 pooled funds· $4.6M(37% 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

$4.0M

1 holding

Pooled Separate Account

$572K

1 holding

			% of plan
CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325	Common Collective Trust	$4.0M	32.4%
PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024	Pooled Separate Account	$572K	4.6%