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Original filing (PDF)20250919115339NAL0001064243001
GREENPOINT METALS, INC.
Form 5500
FILING_RECEIVED
GREENPOINT METALS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
145
Accounts w/ balance
138
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREENPOINT METALS, INC..
Plan sponsor
Name
GREENPOINT METALS, INC.
EIN
31-1687147
Address
P.O. BOX 935 · FRANKLIN, OH · 45005
Phone
(937) 743-4075
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
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CORPORATION OF AMERICA | 31-1360674 | — | NONE | $15K | — |
| PCA INVESTMENT ADVISORY SERVICES | 59-3766965 | — | NONE | $8K | — |
| VRIAC | 71-0294708 | — | NONE | $5K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $1K | — |
Investments
27 direct securities · 1 pooled fund· $8.8M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.8M
27 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index FD 6,577 units | — | — | — | $1.3M | 14.7% | |
| American FD American Bal FD R6 28,286 units | — | — | — | $972K | 10.6% | |
| Vanguard Mid Cap Index Fund Admiral 2,555 units | — | — | — | $835K | 9.1% | |
| Vanguard Target Retirement 2030 Fund 20,688 units | — | — | — | $784K | 8.6% | |
| JPMorgan Large Cap Growth R6 8,179 units | — | — | — | $685K | 7.5% | |
| JPMorgan Large Cap Value R6 27,715 units | — | — | — | $548K | 6.0% | |
| Vanguard Target Retirement 2035 Fund 17,365 units | — | — | — | $416K | 4.6% | |
| American Funds New Perspective R6 5,281 units | — | — | — | $328K | 3.6% | |
| Vanguard Target Retirement 2055 Fund 4,846 units | — | — | — | $269K | 3.0% | |
| American Funds New World R6 3,424 units | — | — | — | $264K | 2.9% | |
| Vanguard Target Retirement 2060 Fund 5,004 units | — | — | — | $256K | 2.8% | |
| Vanguard Target Retirement 2065 Fund 7,608 units | — | — | — | $256K | 2.8% | |
| PIMCO Income Fund Institutional Class 23,066 units | — | — | — | $243K | 2.7% | |
| Fidelity Adv Total Bond FD CL Z 24,205 units | — | — | — | $227K | 2.5% | |
| MFS Research Intl CL R6 8,859 units | — | — | — | $197K | 2.2% | |
| Schwab Value Advantage Money Fund 191,174 units | — | — | — | $191K | 2.1% | |
| Vanguard Small Cap Index Fund Admiral SH 1,455 units | — | — | — | $168K | 1.8% | |
| Vanguard Target Retirement 2050 Fund 3,354 units | — | — | — | $167K | 1.8% | |
| Related Identity of issue, borrower, maturity date, rate (d) Current Party lessor, or similar party of interest, Cost Value Interest rates * Participant Loans ranging from 5.25% - | — | — | — | $164K | 1.8% | |
| Vanguard Target Retirement 2040 Fund 2,706 units | — | — | — | $117K | 1.3% | |
| Vanguard Target Retirement 2045 Fund 3,668 units | — | — | — | $109K | 1.2% | |
| Fidelity Adv Smal Cap Growth FD CL Z 2,571 units | — | — | — | $87K | 1.0% | |
| DFA US Targeted Value Port Instl 2,270 units | — | — | — | $78K | 0.9% | |
| Cohen & Steers Realty Shares Z 1,064 units | — | — | — | $70K | 0.8% | |
| American Fund Bond FD of America 5,238 units | — | — | — | $58K | 0.6% | |
| Related Identity of issue, borrower, interest, collateral, (d) Current Party lessor, or similar party par or maturity value Cost Value Mutual Funds Allspring Special Mid Cap Val FD R6 225 units | — | — | — | $11K | 0.1% | |
| Vanguard Target Retirement 2070 Fund 53 units | — | — | — | $1K | <0.1% | |
| VOYA SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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