Back to filter
Original filing (PDF)20250918083942NAL0001617603001
GEO. BYERS SONS HOLDING, INC.
Form 5500
FILING_RECEIVED
GEO. BYERS SONS, 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
750
Accounts w/ balance
1,024
Plan assets (EOY)
$50.4M
Net assets (EOY)
$50.4M
How this plan invests
This plan
116 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 64% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEO. BYERS SONS HOLDING, INC..
Plan sponsor
Name
GEO. BYERS SONS HOLDING, INC.
EIN
31-4139860
Address
427 S. HAMILTON ROAD · P.O. BOX 16513 · COLUMBUS, OH · 43216
Phone
(614) 737-7616
Industry
Retail Tradesee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PW PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $76K | — |
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT ADVISOR | $22K | — |
| PPA/TPA | — | COLUMBUS, OH | INVESTMENT ADVISORY | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| A P S - PENTEGRA | 13-3892096 | BLACKLICK, OH | THIRD PARTY ADMIN | $13K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PW PARTNERS | — | COLUMBUS, OH | AUDITOR | $20K | — |
| PENTEGRA SERVICES INC | 13-3745616 | BLACKLICK, OH | AUDITOR | $241 | — |
Investments
116 direct securities· $50.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Investor Destinations Moderately Conservative Fund | — | — | — | $6.4M | 12.7% | |
| American Funds Fundamental Investors Class R-6 | — | — | — | $4.8M | 9.4% | |
| Fixed Select Contract | — | — | — | $4.4M | 8.8% | |
| American Funds The Growth Fund of America Class R-6 | — | — | — | $2.5M | 5.0% | |
| Nationwide Investor Destinations Moderately Aggressive Fund | — | — | — | $2.2M | 4.3% | |
| Janus Henderson Forty Fund Class T | — | — | — | $2.0M | 4.1% | |
| BNY Mellon S&P 500 Index Fund | — | — | — | $2.0M | 3.9% | |
| Fidelity 500 Index Fund | — | — | — | $1.6M | 3.2% | |
| Nationwide Investor Destinations Aggressive | — | — | — | $1.1M | 2.2% | |
| Nationwide Loomis All Cap Growth Fund | — | — | — | $952K | 1.9% | |
| Dodge & Cox International Stock Fund | — | — | — | $950K | 1.9% | |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 | — | — | — | $945K | 1.9% | |
| Fidelity International Index Fund | — | — | — | $935K | 1.9% | |
| DFA U.S. Large Cap Value Portfolio | — | — | — | $865K | 1.7% | |
| TIAA-CREF Lifecycle Index 2035 Fund | — | — | — | $861K | 1.7% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $854K | 1.7% | |
| Avantis U.S. Large Cap Value Fund | — | — | — | $815K | 1.6% | |
| Participant Notes Receivable | — | — | — | $787K | 1.6% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $787K | 1.6% | |
| JPMorgan Equity Income Fund R5 | — | — | — | $759K | 1.5% | |
| PGIM Total Return Bond Fund Class R6 | — | — | — | $758K | 1.5% | |
| Avantis Emerging Markets Equity Fund | — | — | — | $749K | 1.5% | |
| Vanguard 500 Index Fund | — | — | — | $649K | 1.3% | |
| PIMCO Funds Real Return Fund Institutional Class | — | — | — | $561K | 1.1% | |
| JPMorgan Small Cap Equity R5 | — | — | — | $559K | 1.1% | |
| American Funds Capital World Growth and Income Fund | — | — | — | $524K | 1.0% | |
| TIAA-CREF Lifecycle Index 2030 Fund | — | — | — | $522K | 1.0% | |
| Fidelity Asset Manager 50% Fund | — | — | — | $518K | 1.0% | |
| JPMorgan Mid Cap Value Fund | — | — | — | $501K | 1.0% | |
| BNY Mellon Small/Mid Cap Growth Fund | — | — | — | $492K | 1.0% | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Class | — | — | — | $457K | 0.9% | |
| MFS Mid Cap Growth R6 | — | — | — | $450K | 0.9% | |
| Diamond Hill Mid Cap Fund | — | — | — | $445K | 0.9% | |
| Principal Global Real Estate Securities Fund | — | — | — | $422K | 0.8% | |
| BlackRock High Yield Bond Portfolio | — | — | — | $412K | 0.8% | |
| Legal & General Commodity Strategy Fund | — | — | — | $375K | 0.7% | |
| Thornburg International Equity Fund Class R6 | — | — | — | $367K | 0.7% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $335K | 0.7% | |
| PIMCO Total Return Fund | — | — | — | $334K | 0.7% | |
| Vanguard Information Technology Index Fund | — | — | — | $326K | 0.6% | |
| BlackRock Total Return Fund Class K Shares | — | — | — | $312K | 0.6% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $292K | 0.6% | |
| TIAA-CREF Lifecycle Index 2050 Fund | — | — | — | $248K | 0.5% | |
| Avantis U.S. Small Cap Value Fund | — | — | — | $246K | 0.5% | |
| MFS Research Fund | — | — | — | $210K | 0.4% | |
| TIAA-CREF Lifecycle Index 2045 Fund | — | — | — | $200K | 0.4% | |
| Nationwide Money Market Fund | — | — | — | $195K | 0.4% | |
| AB Global Bond Fund Class Z | — | — | — | $178K | 0.4% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $176K | 0.3% | |
| AB Discovery Value Fund - Class I | — | — | — | $168K | 0.3% | |
| Janus Henderson Triton Fund - N Shares | — | — | — | $148K | 0.3% | |
| TIAA-CREF Lifecycle Index 2060 Fund | — | — | — | $143K | 0.3% | |
| JPMorgan Core Plus Bond Fund Class R6 | — | — | — | $97K | 0.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $88K | 0.2% | |
| DFA Emerging Markets Core Equity Portfolio | — | — | — | $87K | 0.2% | |
| Federated Hermes Government Obligations Fund Premier Shares | — | — | — | $81K | 0.2% | |
| TIAA-CREF Lifecycle Index 2025 Fund | — | — | — | $69K | 0.1% | |
| Allspring Special Small Cap Value Fund Institutional Class | — | — | — | $63K | 0.1% | |
| TIAA-CREF Lifecycle Index 2040 Fund | — | — | — | $62K | 0.1% | |
| Ave Maria Growth Fund | — | — | — | $61K | 0.1% | |
| Nationwide Investor Destinations Conservative Fund | — | — | — | $57K | 0.1% | |
| Franklin Utilities Fund | — | — | — | $55K | 0.1% | |
| Columbia Select Large Cap Growth Fund | — | — | — | $54K | 0.1% | |
| MFS Value Fund R4 | — | — | — | $40K | <0.1% | |
| JPMorgan Equity Income Fund I Class | — | — | — | $40K | <0.1% | |
| AB Large Cap Growth Fund Class I | — | — | — | $40K | <0.1% | |
| TIAA-CREF Lifecycle Index 2055 Fund | — | — | — | $34K | <0.1% | |
| Franklin Gold and Precious Metals Fund | — | — | — | $32K | <0.1% | |
| Prudential Global Real Estate Fund Z | — | — | — | $31K | <0.1% | |
| Nationwide Investor Destinations Moderate Fund | — | — | — | $31K | <0.1% | |
| Fidelity Strategic Income Fund | — | — | — | $29K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio | — | — | — | $27K | <0.1% | |
| PGIM Total Return Bond Fund Class Z | — | — | — | $22K | <0.1% | |
| PGIM High Yield Fund Class Z | — | — | — | $22K | <0.1% | |
| Payden Global Low Income Fund | — | — | — | $20K | <0.1% | |
| Templeton Global Bond Fund Class R6 | — | — | — | $19K | <0.1% | |
| American Century Growth Fund | — | — | — | $17K | <0.1% | |
| T. Rowe Price All Cap Opportunities Fund | — | — | — | $17K | <0.1% | |
| Virtus Zevenbergen Technology Fund Inst | — | — | — | $17K | <0.1% | |
| Janus Henderson Global Tech and Innovation Fund | — | — | — | $16K | <0.1% | |
| Delaware Extended Duration Bond Fund | — | — | — | $16K | <0.1% | |
| Virtus Kar Small Cap Core Fund | — | — | — | $15K | <0.1% | |
| Fidelity Select Semiconductors Portfolio | — | — | — | $15K | <0.1% | |
| Baron Opportunity Fund Inst Class | — | — | — | $14K | <0.1% | |
| Fidelity Advisor Growth Opportunities Inst | — | — | — | $14K | <0.1% | |
| American Beacon International Equity Fund | — | — | — | $14K | <0.1% | |
| Invesco Small Cap Value Class Y | — | — | — | $14K | <0.1% | |
| Invesco Oppenheimer International Growth Fund Class Y | — | — | — | $13K | <0.1% | |
| Franklin Dynatech Adv Fund | — | — | — | $13K | <0.1% | |
| Invesco SteelPath MLP Income Fund | — | — | — | $12K | <0.1% | |
| TIAA-CREF Lifecycle Index 2020 Fund | — | — | — | $9K | <0.1% | |
| MainStay Epoch International Choice Fund | — | — | — | $9K | <0.1% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $9K | <0.1% | |
| DFA U.S. Targeted Value Portfolio | — | — | — | $8K | <0.1% | |
| AQR Long-Short Equity Fund | — | — | — | $8K | <0.1% | |
| AQR Equity Market Neutral Fund | — | — | — | $7K | <0.1% | |
| Amana Growth Fund | — | — | — | $7K | <0.1% | |
| Morgan Stanley Institutional Fund, Inc. Growth Portfolio | — | — | — | $7K | <0.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares | — | — | — | $6K | <0.1% | |
| DFA Global Real Estate Securities Portfolio | — | — | — | $5K | <0.1% | |
| Virtus KAR Small-Cap Growth Fund I | — | — | — | $4K | <0.1% | |
| Vanguard Short-Term Bond Index Fund | — | — | — | $4K | <0.1% | |
| Macquarie Mid Cap Growth Fund | — | — | — | $4K | <0.1% | |
| Guggenheim Floating Rate Strategies Fund | — | — | — | $2K | <0.1% | |
| Nationwide Investor Destinations Aggressive R | — | — | — | $2K | <0.1% | |
| Vanguard International Growth Fund | — | — | — | $1K | <0.1% | |
| Aberdeen Global Equity Fund | — | — | — | $1K | <0.1% | |
| PIMCO Emerging Markets Currency Bond | — | — | — | $1K | <0.1% | |
| Invesco Select Risk High Growth Y | — | — | — | $708 | <0.1% | |
| Cohen & Steers International Realty A | — | — | — | $410 | <0.1% | |
| Cohen & Steers Realty Shares Fund | — | — | — | $403 | <0.1% | |
| Vanguard SmallCap Value Index Adml | — | — | — | $354 | <0.1% | |
| PIMCO Commodity Real Return Strategy Fund | — | — | — | $317 | <0.1% | |
| T. Rowe Price Growth Stock Fund | — | — | — | $309 | <0.1% | |
| AB Global Bond Fund | — | — | — | $215 | <0.1% | |
| BlackRock iShares S&P 500 Index | — | — | — | $182 | <0.1% |