Original filing (PDF)20251014123128NAL0003946512001

GAUDENZIA, INC.

Name: GAUDENZIA, INC. — GAUDENZIA 403B PLAN, Form 5500 (2024)
Creator: GAUDENZIA, INC.

Form 5500

FILING_RECEIVED

GAUDENZIA 403B PLAN

403(b) retirement plan

Signals · 2

~77 bps in Sched C feesNo recordkeeper disclosed

Active participants

1,043

Accounts w/ balance

1,165

Plan assets (EOY)

$19.6M

Net assets (EOY)

$19.6M

How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

77 bps in Schedule C fees — 164% above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GAUDENZIA, INC..

Plan sponsor

Name

GAUDENZIA, INC.

EIN

23-1706895

Address

106 W. MAIN STREET · NORRISTOWN, PA · 194014716

Phone

(610) 239-9600

Industry

Health Care & Social Assistancesee 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

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

KREISCHER MILLER

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MML INVESTOR SERVICES LLC	04-1590850	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$150K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
TSC 401K	41-0955056	—	OTHER SERVICES	$0	—

Investments

30 direct securities· $19.6M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
PIMCO Real Path Blend 2030 Fund	—	—	—	$2.1M	11.0%
PIMCO Real Path Blend 2045 Fund	—	—	—	$2.0M	10.0%
PIMCO Real Path Blend 2035 Fund	—	—	—	$1.9M	9.7%
Principal Life Insurance Company Principal Fixed Income Guaranteed Option	—	—	—	$1.7M	8.9%
JP Morgan JP Morgan Large Cap GR R6 Fd	—	—	—	$1.6M	8.2%
PIMCO Real Path Blend 2040 Fund	—	—	—	$1.5M	7.4%
PIMCO Real Path Blend 2050 Fund	—	—	—	$1.2M	6.1%
PIMCO Real Path Blend 2025 Fund	—	—	—	$1.0M	5.2%
PIMCO Real Path Blend Income Fund	—	—	—	$988K	5.0%
Fidelity Management and Research Fidelity 500 Index Fund	—	—	—	$838K	4.3%
PIMCO Real Path Blend 2055 Fund	—	—	—	$815K	4.2%
Capital Research and Management American Funds New Prospects R6 Fund	—	—	—	$708K	3.6%
T. Rowe Price Associates, Inc. T.Rowe Price US EQ RSRCH I	—	—	—	$496K	2.5%
Participant loans Interest rates ranging 4.25% to 9.50%	—	—	—	$496K	2.5%
Janus Henderson Janus Henderson Venture N Fund	—	—	—	$383K	2.0%
Carillon Tower Advisors Carillon Eagle Mid Cap Growth R6 Fund	—	—	—	$347K	1.8%
PIMCO Real Path Blend 2060 Fund	—	—	—	$333K	1.7%
PGIM Investments, LLC PGIM High Yield R6 Fund	—	—	—	$313K	1.6%
Guggenheim Investment Mgmt Guggenheim Total Retirement Bond R6	—	—	—	$233K	1.2%
Janus Henderson Janus Henderson Balance N Fund	—	—	—	$115K	0.6%
Allspring Global Investments Allspring Special Small Cap Value R6	—	—	—	$112K	0.6%
PIMCO Real Path Blend 2065 Fund	—	—	—	$97K	0.5%
Fidelity Management and Research Fidelity Mid Cap Index Fund	—	—	—	$61K	0.3%
Carillon Tower Advisors Carillon Eagle Growth and Income R6 Fund	—	—	—	$59K	0.3%
Vanguard Intl GrowthAdm Fd	—	—	—	$42K	0.2%
Fidelity Management and Research Fidelity Small Cap Index Fund	—	—	—	$37K	0.2%
Principal Real Estate Investments Real Estate Securities R6 Fund	—	—	—	$29K	0.2%
Fidelity Management and Research Fidelity Emerging Markets K Fund	—	—	—	$24K	0.1%
Massachusetts Financial Service Co MFS International New Discovery R6 Fund	—	—	—	$23K	0.1%
American Century American Century Mid Cap Value R6	—	—	—	$11K	<0.1%