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Original filing (PDF)20250729052200NAL0004072688001
GENERAL TOOL COMPANY
Form 5500
FILING_RECEIVED
GENERAL TOOL COMPANY, INCORPORATED 401(K) PLAN
401(k) retirement plan
Active participants
245
Accounts w/ balance
348
Plan assets (EOY)
$23.9M
Net assets (EOY)
$23.9M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL TOOL COMPANY.
Plan sponsor
Name
GENERAL TOOL COMPANY
EIN
31-0533100
Address
101 LANDY LANE · CINCINNATI, OH · 45215
Phone
(513) 786-7228
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
2025-07-29
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
RUDLER PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $127 | — |
Investments
26 direct securities· $23.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $2.7M | 11.4% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $2.7M | 11.3% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $2.4M | 10.0% | |
| PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $2.3M | 9.8% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $1.9M | 7.9% | |
| PIMCO STKSPL ABS RET A | Registered Investment Companies | — | — | $1.8M | 7.5% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.4M | 5.9% | |
| FRANKLIN SMALL CAP VALUE FD-A | Registered Investment Companies | — | — | $1.3M | 5.3% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $1.2M | 5.0% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $1.2M | 5.0% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $808K | 3.4% | |
| PIMCO DIV INC A | Registered Investment Companies | — | — | $657K | 2.7% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $477K | 2.0% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $387K | 1.6% | |
| MFS INTERNATIONAL GROWTH - A | Registered Investment Companies | — | — | $383K | 1.6% | |
| JANUS HENDERSONBALANCED FUND I | Registered Investment Companies | — | — | $353K | 1.5% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $304K | 1.3% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $299K | 1.2% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $244K | 1.0% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $204K | 0.9% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $180K | 0.8% | |
| BLK IMPACT MORTGAGE FD INSTL | Registered Investment Companies | — | — | $165K | 0.7% | |
| BLK LP INDEX RET FUND - INST | Registered Investment Companies | — | — | $94K | 0.4% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $40K | 0.2% | |
| ISHARES RUSSELL 2000 SM CAP I | Registered Investment Companies | — | — | $20K | <0.1% | |
| GUGGENHEIM TOTAL RETURN BD INS | Registered Investment Companies | — | — | $5K | <0.1% |