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Original filing (PDF)20250815121929NAL0010174995001
G M LEADER CORPORATION
Form 5500
FILING_RECEIVED
PROVIDENCE PLACE 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 3
33% in single holding~108 bps in Sched C feesNo recordkeeper disclosed
Active participants
361
Accounts w/ balance
443
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Registered Investment Companies Fidelity Fidelity 500 Index Fund" is 33% of plan.
- 108 bps in Schedule C fees — 107% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G M LEADER CORPORATION.
Plan sponsor
Name
G M LEADER CORPORATION
EIN
23-2938529
Address
1528 SAND HILL ROAD · HUMMELSTOWN, PA · 170369704
Phone
(717) 520-0890
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
G M LEADER CORPORATION
EIN
23-2938529
City
HUMMELSTOWN, PA
Phone
(717) 520-0330
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $54K | — |
| CONRAD SIEGEL INVESTMENT ADVISORS | 01-0726056 | — | NONE | $19K | — |
| CHARLES SCHWAB BANK | 94-1737782 | — | NONE | $1K | — |
| AMERICAN CENTURY INVESTMENT MANAGEM | 44-6006315 | — | NONE | $0 | — |
| FIDELITY MANAGEMENT & RESEARCH COMP | 06-1194217 | — | NONE | $0 | — |
Investments
12 direct securities· $6.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Fidelity 500 Index Fund | — | — | — | $2.3M | 33.2% | |
| Vanguard Total Bond Market Index Admiral Fund | — | — | — | $906K | 13.1% | |
| Vanguard Developed Markets Index Admiral Fund | — | — | — | $807K | 11.7% | |
| Vanguard Short-Term Investment Grade Admiral Fund | — | — | — | $702K | 10.1% | |
| American Century Investments American Century Government Bond Fund | — | — | — | $691K | 10.0% | |
| Fidelity Extended Market Index Fund | — | — | — | $454K | 6.6% | |
| Participant Loans 4.25% to 9.50% | — | — | — | $272K | 3.9% | |
| Vanguard Emerging Markets Stock Index Admiral Fund | — | — | — | $268K | 3.9% | |
| Vanguard Mid-Cap Value Fund | — | — | — | $213K | 3.1% | |
| Vanguard Value Index Admiral Fund | — | — | — | $153K | 2.2% | |
| Vanguard Short Term Inflation Protection Admiral Fund | — | — | — | $139K | 2.0% | |
| Schwab Funds Schwab Bank Savings | — | — | — | $15K | 0.2% |