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Original filing (PDF)20250725083318NAL0016395682001

GLASGOW, INC.

Form 5500
FILING_RECEIVED
GLASGOW, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
110
Accounts w/ balance
115
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
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)
98
/ 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
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLASGOW, INC..
Plan sponsor
Name
GLASGOW, INC.
EIN
23-1386976
Address
104 WILLOW GROVE AVENUE · GLENSIDE, PA · 190382110
Phone
(215) 884-8800
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
PRINCIPAL LIFE INSURANCE COMPANY42-0127290CONTRACT ADMINISTRATOR$2K

Investments

36 direct securities· $18.7M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Principal Fixed Income Guaranteed Option Guaranteed investment contract (1)$4.0M21.8%
Vanguard Target Retirement 2030 Inv Fund Mutual fund (1)$2.0M10.9%
Metropolitan West Total Return Bond Plan Fund Mutual fund (1)$1.4M7.6%
Vanguard GNMA Admiral Fund Mutual fund (1)$1.4M7.4%
Putnam Large Cap Value R6 Fund Mutual fund (1)$1.1M6.1%
Fidelity 500 Index Fund Mutual fund (1)$746K4.0%
Vanguard International Growth Admiral Fund Mutual fund (1)$745K4.0%
iShares MSCI EAFE International Index K Fund Mutual fund (1)$709K3.8%
Vanguard Equity-Income Adm Fund Mutual fund (1)$685K3.7%
Harbor Capital Appreciation Retirement Fund Mutual fund (1)$633K3.4%
Vanguard Target Retirement 2025 Inv Fund Mutual fund (1)$630K3.4%
Vanguard Growth Index Admiral Fund Mutual fund (1)$540K2.9%
Vanguard Value Index Admiral Fund Mutual fund (1)$538K2.9%
Vanguard Selected Value Investor Fund Mutual fund (1)$444K2.4%
Fidelity Small Cap Index Fund Mutual fund (1)$341K1.8%
Vanguard Target Retirement 2035 Inv Fund Mutual fund (1)$279K1.5%
Vanguard Target Retirement 2055 Inv Fund Mutual fund (1)$265K1.4%
Vanguard Small Cap Value Index Admiral Fund Mutual fund (1)$262K1.4%
Fidelity Mid Cap Index Fund Mutual fund (1)$241K1.3%
Vanguard Inflation-Protected Securities Admiral Fund Mutual fund (1)$233K1.3%
Carillon Eagle Mid Cap Growth R6 Fund Mutual fund (1)$200K1.1%
Carillon Eagle Small Cap Growth R6 Fund Mutual fund (1)$182K1.0%
Vanguard US Growth Admiral Fund Mutual fund (1)$182K1.0%
Vanguard Target Retirement 2050 Inv Fund Mutual fund (1)$157K0.8%
Vanguard Target Retirement 2040 Inv Fund Mutual fund (1)$114K0.6%
Vanguard Balanced Index Admiral Fund Mutual fund (1)$88K0.5%
American Funds New Perspective R6 Fund Mutual fund (1)$79K0.4%
(E)$75K0.4%
Vanguard Target Retirement 2065 Inv Fund Mutual fund (1)$75K0.4%
(E)$46K$73K0.4%
Vanguard Target Retirement 2060 Inv Fund Mutual fund (1)$73K0.4%
Vanguard Target Retirement 2045 Inv Fund Mutual fund (1)$46K0.2%
American Funds New World R6 Fund Mutual fund (1)$20K0.1%
DFA International Small Company I Fund Mutual fund (1)$19K0.1%
DFA International Value I Fund Mutual fund (1)$15K<0.1%
BrandywineGLOBAL Global Opportunities Bond IS Fund Mutual fund (1)$8K<0.1%

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