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Original filing (PDF)20251006130100NAL0002073971001
GOSH ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
GOSH ENTERPRISES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
50% in single holding
Active participants
2,671
Accounts w/ balance
346
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "at variousbdates through January 2030) b b b" is 50% of plan.
- 48 bps in Schedule C fees — 64% above peer band of 29 bps.
- Only 13% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOSH ENTERPRISES, INC..
Plan sponsor
Name
GOSH ENTERPRISES, INC.
EIN
31-1299643
Address
5000 ARLINGTON CENTRE DR. · SUITE 5300 · COLUMBUS, OH · 43220
Phone
(614) 923-4700
Industry
Accommodation & Food Servicessee 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
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $42K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | CONSULTANT | $18K | — |
Investments
27 direct securities · 1 pooled fund· $26.2M(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
$25.3M
27 holdings
Common Collective Trust
$912K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| variousbdates through January 2030) b | — | — | — | $12.6M | 100.1% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium N/A | — | — | — | $1.8M | 14.4% | |
| Class * Fidelity Freedom Index 2035 Fund Institutional Premium N/A | — | — | — | $1.5M | 12.0% | |
| Class * Fidelity Freedom Index 2045 Fund Institutional Premium N/A | — | — | — | $1.3M | 10.0% | |
| Class * Fidelity Freedom Index 2025 Fund Institutional Premium N/A | — | — | — | $1.2M | 9.6% | |
| Class * Fidelity Freedom Index 2050 Fund Institutional Premium N/A | — | — | — | $1.1M | 8.8% | |
| Class * Fidelity 500 Index Fund N/A | — | — | — | $999K | 7.9% | |
| Federated Hermes Capital Preservation Fund R6 N/A | — | — | — | $912K | 7.2% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $912K | 7.2% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium N/A | — | — | — | $911K | 7.2% | |
| Class * Fidelity Freedom Index 2055 Fund Institutional Premium N/A | — | — | — | $725K | 5.7% | |
| Class JP Morgan Large Cap Growth Fund Class R6 N/A | — | — | — | $682K | 5.4% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium N/A | — | — | — | $329K | 2.6% | |
| Class * Fidelity Freedom Index 2010 Fund Institutional Premium N/A 53 Class * Participant loans Notes receivable from participants (with interest - | — | — | — | $296K | 2.3% | |
| Class Dodge & Cox Stock Fund Class X N/A | — | — | — | $223K | 1.8% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium N/A | — | — | — | $209K | 1.7% | |
| Class * Fidelity Mid Cap Index Fund N/A | — | — | — | $83K | 0.7% | |
| Fidelity Small Cap Index Fund N/A | — | — | — | $65K | 0.5% | |
| Baird Core Plus Bond Fund Class Institutional N/A | — | — | — | $65K | 0.5% | |
| Fidelity International Index Fund N/A | — | — | — | $48K | 0.4% | |
| Fidelity US Bond Index Fund N/A | — | — | — | $44K | 0.3% | |
| Fidelity Freedom Index Income Fund Institutional N/A | — | — | — | $43K | 0.3% | |
| Premium Class MFS Mid Cap Growth Fund Class R6 N/A | — | — | — | $23K | 0.2% | |
| Allspring Special Mid Cap Value Fund - Class R6 N/A | — | — | — | $14K | 0.1% | |
| Baron Discovery Fund Institutional Shares N/A | — | — | — | $13K | 0.1% | |
| MFS International Diversification Fund Class R6 N/A | — | — | — | $10K | <0.1% | |
| Allspring Special Small Cap Value Fund - Class R6 N/A | — | — | — | $9K | <0.1% | |
| Performance Trust Total Return Bond Fund Class Institutional N/A | — | — | — | $3K | <0.1% |
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