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Original filing (PDF)20251014151821NAL0003144161001
GERRESHEIMER GLASS INC.
Form 5500
FILING_RECEIVED
GERRESHEIMER GLASS SALARIED RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
39% in single holding~248 bps in Sched C fees
Active participants
18
Accounts w/ balance
—
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
81
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Vanguard Long Term Investment Grade Admiral Class" is 39% of plan.
- 248 bps in Schedule C fees — 377% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GERRESHEIMER GLASS INC..
Plan sponsor
Name
GERRESHEIMER GLASS INC.
EIN
22-2784102
Address
537 CRYSTAL AVENUE · VINELAND, NJ · 08360
Phone
(856) 896-6260
Industry
Manufacturingsee all
Plan administrator
Name
GERRESHEIMER GLASS EMPLOYEE BENEFITS COMMITTEE
EIN
22-2784102
City
VINELAND, NJ
Phone
(856) 896-6260
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN & BROWN INSURANCE SVCS INC. | — | WEST CONSHOHOCKEN, PA | NONE | $74K | — |
| FIDUCIENT ADVISORS | — | WINDSOR, CT | NONE | $10K | — |
| PRINCIPAL BANK | — | WACO, TX | NONE | $7K | — |
| PKF O'CONNOR DAVIES LLP | 27-1728945 | — | NONE | $2K | — |
Investments
10 direct securities· $3.7M(100% of reported assets)
Uncategorized
$3.4M
9 holdings
Mutual Funds
$343K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Long Term Investment Grade Admiral Class | — | — | $1.5M | $1.4M | 38.6% | |
| Money Market Fund Shares/Units * All Spring Government Money Market Fund | — | — | $618K | $618K | 16.6% | |
| Vanguard Total Bond Market Index Fund I | — | — | $531K | $536K | 14.4% | |
| Vanguard 500 Index Fund | Mutual Funds | — | $140K | $343K | 9.2% | |
| Vanguard Short-Term Investment Grade Admiral Class | — | — | $307K | $308K | 8.3% | |
| Hartford International Opportunities Fund | — | — | $173K | $209K | 5.6% | |
| Hartford Schoders Emerging Markets Equity Fund | — | — | $72K | $87K | 2.3% | |
| Boston Partners Small Cap Value Fund | — | — | $61K | $65K | 1.7% | |
| Shortfall Amortization Shortfall Amortization Inception Balance on Remaining Amortization Base Date 1/1/2024 Years Installment $ 679,683 1/1/2023 650,147 14 | — | — | — | $63K | 1.7% | |
| Harbor Small Cap Growth Fund | — | — | $55K | $60K | 1.6% |