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Original filing (PDF)20251015094109NAL0005835008001
GODSHALL'S QUALITY MEATS, INC.
Form 5500
FILING_RECEIVED
GODSHALL'S QUALITY MEATS, INC. 401(K) PLAN
Pooled investment trust — a fund that other plans invest in — not a participant plan
Signals · 1
No recordkeeper disclosed
Active participants
368
Accounts w/ balance
332
Plan assets (EOY)
$29.1M
Net assets (EOY)
$29.1M
How this plan invests
1 plans
invest in this fund
This trust
pooled vehicle
45 securities
Schedule of Assets
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
Master trust / DFE filing
Pooled investment vehicle
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Pooled assets (EOY)
$29.1M
Net assets (EOY)
$29.1M
Participating plans
1
latest filings citing this trust
Cited interest
$0
across citing plans' latest filings
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GODSHALL'S QUALITY MEATS, INC..
Plan sponsor
Name
GODSHALL'S QUALITY MEATS, INC.
EIN
23-2267598
Address
743 HAGEY CENTER DRIVE · SOUDERTON, PA · 18964
Phone
(267) 446-4100
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DUNLAPSLK, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IVC WEALTH ADVISORS LLC | 47-1654678 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $61K | — |
Investments
45 direct securities · 28 pooled funds· $46.4M(100% 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.
Uncategorized
$28.9M
45 holdings
Common Collective Trust
$15.7M
24 holdings
Pooled Separate Account
$1.8M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Great Gray Trust Company | — | 240,074 | — | $3.7M | 12.7% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $3.7M | 12.7% | |
| Principal Insurance Company of America | — | — | — | $3.1M | 10.6% | |
| Great Gray Trust Company | — | 110,571 | — | $2.4M | 8.2% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.4M | 8.2% | |
| Flexpath Strategies | — | 193,421 | — | $2.4M | 8.1% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | — | $2.4M | 8.1% | |
| PIMCO Group | — | 196,214 | — | $1.7M | 6.0% | |
| Great Gray Trust Company | — | 112,415 | — | $1.4M | 4.9% | |
| Great Gray Trust Company | — | 1,567 | — | $1.3M | 4.5% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.5% | |
| Flexpath Strategies | — | 83,286 | — | $1.1M | 3.7% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.7% | |
| Flexpath Strategies | — | 72,680 | — | $928K | 3.2% | |
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | — | $928K | 3.2% | |
| Vanguard Group | — | 7,835 | — | $902K | 3.1% | |
| Principal Global Investors | — | 9,434 | — | $837K | 2.9% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $837K | 2.9% | |
| Principal Insurance Company of America | — | — | — | $667K | 2.3% | |
| Vanguard Group | — | 7,731 | — | $648K | 2.2% | |
| Vanguard Group | — | 63,570 | — | $644K | 2.2% | |
| Flexpath Strategies | — | 52,186 | — | $641K | 2.2% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | — | — | $641K | 2.2% | |
| Participant Loans | — | — | — | $633K | 2.2% | |
| Flexpath Strategies | — | 45,059 | — | $576K | 2.0% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $576K | 2.0% | |
| Great Gray Trust Company | — | 39,019 | — | $522K | 1.8% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $522K | 1.8% | |
| Flexpath Strategies | — | 44,212 | — | $508K | 1.7% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $508K | 1.7% | |
| Great Gray Trust Company | — | 58,383 | — | $416K | 1.4% | |
| EMERGING MARKETS R1 FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $416K | 1.4% | |
| Great Gray Trust Company | — | 17,945 | — | $385K | 1.3% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $385K | 1.3% | |
| Great Gray Trust Company | — | 2,199 | — | $376K | 1.3% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $376K | 1.3% | |
| Principal Global Investors | — | 19,157 | — | $342K | 1.2% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $342K | 1.2% | |
| Vanguard Group | — | 4,047 | — | $332K | 1.1% | |
| Principal Global Investors | — | 18,386 | — | $325K | 1.1% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $325K | 1.1% | |
| American Funds | — | 16,970 | — | $324K | 1.1% | |
| Principal Global Investors | — | 2,422 | — | $316K | 1.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $316K | 1.1% | |
| PIMCO Group | — | 37,154 | — | $259K | 0.9% | |
| Great Gray Trust Company | — | 22,496 | — | $255K | 0.9% | |
| SMALL CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $255K | 0.9% | |
| Flexpath Strategies | — | 18,854 | — | $220K | 0.8% | |
| RETIREPILOT AGG RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001 | Common Collective Trust | — | — | $220K | 0.8% | |
| Fidelity | — | 5,458 | — | $184K | 0.6% | |
| Vanguard Group | — | 6,746 | — | $132K | 0.5% | |
| Dimensional Fund Advisors | — | 10,608 | — | $114K | 0.4% | |
| Dimensional Fund Advisors | — | 1,752 | — | $70K | 0.2% | |
| American Funds | — | 5,227 | — | $68K | 0.2% | |
| American Funds | — | 791 | — | $55K | 0.2% | |
| Flexpath Strategies | — | 2,730 | — | $35K | 0.1% | |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | — | — | $35K | 0.1% | |
| PGIM Group | — | 487 | — | $26K | <0.1% | |
| Flexpath Strategies | — | 1,028 | — | $13K | <0.1% | |
| RETIREPILOT CONSERV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304103 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| Dimensional Fund Advisors | — | 690 | — | $10K | <0.1% | |
| Flexpath Strategies | — | 609 | — | $8K | <0.1% | |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| Flexpath Strategies | — | 150 | — | $2K | <0.1% | |
| RETIREPILOT CONSERV 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304104 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| Flexpath Strategies | — | 82 | — | $1K | <0.1% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| Flexpath Strategies | — | 91 | — | $1K | <0.1% | |
| RETIREPILOT CONSERV 2045 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304102 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| PIMCO Group | — | 50 | — | $654 | <0.1% | |
| RETIREPILOT MOD 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304106 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT AGG 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304112 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRANSFER BUSINESS TRANSFER BUSINESS · EIN 23-2267598 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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