Original filing (PDF)20260319142304NAL0004255281001

GOOCH & HOUSEGO (OHIO) LLC.

Name: GOOCH & HOUSEGO (OHIO) LLC. — GOOCH & HOUSEGO 401(K) PLAN, Form 5500 (2023)
Creator: GOOCH & HOUSEGO (OHIO) LLC.

Form 5500

FILING_RECEIVED

GOOCH & HOUSEGO 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 7.1 moNo recordkeeper disclosed

Active participants

355

Accounts w/ balance

455

Plan assets (EOY)

$50.0M

Net assets (EOY)

$50.0M

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOOCH & HOUSEGO (OHIO) LLC..

Plan sponsor

Name

GOOCH & HOUSEGO (OHIO) LLC.

EIN

34-1125695

Address

676 ALPHA DR · HIGHLAND HEIGHTS, OH · 441432123

Phone

(216) 486-6100

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2026-03-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	13-2638166	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$174K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

3 pooled funds· $4.8M(10% 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.

Investment	Type	Current value	% of plan
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	$2.8M	5.6%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	$1.2M	2.5%