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Original filing (PDF)20251007101634NAL0007912368001
GROUP INDUSTRIES, LLC
Form 5500
FILING_RECEIVED
GROUP INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
96
Accounts w/ balance
87
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROUP INDUSTRIES, LLC.
Plan sponsor
Name
GROUP INDUSTRIES, LLC
EIN
32-0015187
Address
P.O. BOX 83560 · BATON ROUGE, LA · 708843560
Phone
(225) 752-2500
Industry
Constructionsee 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
2025-10-07
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
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)
Audit & trust (Schedule H)
Auditor
HANNIS T. BOURGEOIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities · 1 pooled fund· $16.6M(100% 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
$8.5M
28 holdings
Pooled Separate Account
$8.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.1M | 92.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.0M | 23.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.1M | 12.3% | |
| Vanguard 500 Index Fund | — | — | — | $681K | 7.8% | |
| Vanguard Small-Cap Index Fund | — | — | — | $559K | 6.4% | |
| American Funds New Perspective Fund Class | — | — | — | $521K | 6.0% | |
| American Funds The Growth Fund of America | — | — | — | $511K | 5.9% | |
| Voya Fixed Account | — | — | — | $459K | 5.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $369K | 4.2% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $325K | 3.7% | |
| JP Morgan U.S. Equity Fund | — | — | — | $309K | 3.5% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $234K | 2.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $206K | 2.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $203K | 2.3% | |
| and Annuity Company ** American Funds AMCAP Fund R6 | — | — | — | $197K | 2.3% | |
| JP Morgan Equity Income Fund | — | — | — | $189K | 2.2% | |
| American Funds American Balanced Fund | — | — | — | $170K | 2.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $159K | 1.8% | |
| Voya Mid-Cap Growth Equity Fund | — | — | — | $130K | 1.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $75K | 0.9% | |
| Fidelity Total International Index Fund | — | — | — | $61K | 0.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $28K | 0.3% | |
| Voya Government Money Market Fund | — | — | — | $20K | 0.2% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $19K | 0.2% | |
| DFA Inflation-Protected Securities Portfolio * 315 DFA Real Estate Securities Portfolio | — | — | — | $16K | 0.2% | |
| PGIM High Yield Fund - Class R6 | — | — | — | $9K | 0.1% | |
| ClearBridge Small Cap Growth Fund | — | — | — | $6K | <0.1% | |
| Voya Intermediate Bond Fund | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $3K | <0.1% |
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