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Original filing (PDF)20250819153548NAL0004402194001
GENPRO, INC.
Form 5500
FILING_RECEIVED
GENPRO INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
~91 bps in Sched C fees6 service providers
Active participants
71
Accounts w/ balance
101
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 91 bps in Schedule C fees — 75% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENPRO, INC..
Plan sponsor
Name
GENPRO, INC.
EIN
22-2959620
Address
201 ROUTE 17 NORTH · SUITE 400 · RUTHERFORD, NJ · 07070
Phone
(201) 729-9400
Industry
Wholesale Tradesee 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
2025-08-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPER | $14K | — |
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS | — | EL SEGUNDO, CA | ADVISOR | $28K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTAC ACTUARIAL SERVICES | — | WOODCLIFF LAKE, NJ | CONSULTING/ TPA | $13K | — |
| FUTUREPLAN(ASCENSUS) | — | BRAINER, MN | CONSULTING/TPA | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEKUBECKA PLLC | 75-2783674 | — | AUDITOR | $11K | — |
Investments
36 direct securities· $8.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $1.9M | 23.2% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $1.8M | 21.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $474K | 5.8% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $454K | 5.6% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $392K | 4.8% | |
| American Century Ultra R6 Mutual Fund | — | — | — | $321K | 4.0% | |
| Metlife Gac-25157 Class 0 Mutual Fund | — | — | — | $279K | 3.4% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $225K | 2.8% | |
| American Funds Inc Fund of Amer R6 Mutual Fund ** 7 * Vanguard Small-Cap Value Index Adm Mutual Fund | — | — | — | $207K | 2.5% | |
| JPMorgan U.S. Equity R6 Mutual Fund | — | — | — | $190K | 2.3% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $155K | 1.9% | |
| JPMorgan Investor Growth R6 Mutual Fund | — | — | — | $148K | 1.8% | |
| Vanguard Strategic Small-Cap Equity Inv Mutual Fund | — | — | — | $146K | 1.8% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $132K | 1.6% | |
| Vanguard Equity Income Adm Mutual Fund | — | — | — | $127K | 1.6% | |
| Vanguard Real Estate Index Adm Mutual Fund | — | — | — | $119K | 1.5% | |
| Vanguard Small-Cap Index Adm Mutual Fund | — | — | — | $105K | 1.3% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $103K | 1.3% | |
| Vanguard Mid-Cap Growth Index Adm Mutual Fund | — | — | — | $98K | 1.2% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $86K | 1.1% | |
| Vanguard 500 Index Adm Mutual Fund | — | — | — | $86K | 1.1% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $83K | 1.0% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $79K | 1.0% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $78K | 1.0% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund ** 3 * BlackRock Health Sciences Opp Port K Mutual Fund | — | — | — | $60K | 0.7% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $59K | 0.7% | |
| Voya Intermediate Bond R6 Mutual Fund | — | — | — | $54K | 0.7% | |
| Invesco International Diversified R6 Mutual Fund | — | — | — | $50K | 0.6% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $40K | 0.5% | |
| Vanguard Total Stock Market Index Adm Mutual Fund | — | — | — | $39K | 0.5% | |
| PGIM High Yield R6 Mutual Fund | — | — | — | $24K | 0.3% | |
| Fidelity Emerging Markets K Mutual Fund | — | — | — | $16K | 0.2% | |
| Allspring Precious Metals Instl Mutual Fund | — | — | — | $16K | 0.2% | |
| Contribution Account Mutual Fund | — | — | — | $13K | 0.2% | |
| Vanguard Mid-Cap Value Index Adm Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Small-Cap Growth Index Adm Mutual Fund | — | — | — | $4K | <0.1% |
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