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Original filing (PDF)20250728091941NAL0002579920001
GENERAL AUDIT CORPORATION
Form 5500
FILING_RECEIVED
KEYBRIDGE SAVINGS PLAN
401(k) retirement plan
Signals · 1
~85 bps in Sched C fees
Active participants
85
Accounts w/ balance
109
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 85 bps in Schedule C fees — 64% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL AUDIT CORPORATION.
Plan sponsor
Name
GENERAL AUDIT CORPORATION
EIN
34-1329147
Address
2348 BATON ROUGE AVENUE · LIMA, OH · 45805
Phone
(419) 879-4114
Industry
Admin Support & Waste Mgmtsee 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
2025-07-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
D'AMICO WAWRIN & COMPANY CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RPS | — | IRVINE, CA | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | — | ST LOUIS, MO | ADVISOR | $12K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REA & ASSOCIATES | — | NEW PHILADELPHIA, OH | CONTRACT ADMIN | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D'AMICO WAWRIN & CO | — | AKRON, OH | OTHER | $16K | — |
Investments
16 direct securities · 1 pooled fund· $3.9M(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
$3.8M
15 holdings
Common Collective Trust
$175K
1 holding
Mutual Funds
$21K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2040 Target Date Fund R6 | — | — | — | $790K | 20.8% | |
| American Funds American Funds 2035 Target Date Fund R6 | — | — | — | $733K | 19.3% | |
| American Funds American Funds 2030 Target Date Fund R6 | — | — | — | $462K | 12.2% | |
| American Funds American Funds 2055 Target Date Fund R6 | — | — | — | $439K | 11.6% | |
| American Funds American Funds 2050 Target Date Fund R6 | — | — | — | $393K | 10.4% | |
| American Funds American Funds 2045 Target Date Fund R6 | — | — | — | $269K | 7.1% | |
| Collective Investment Trust Metropolitan Life Insurance Company Reliance Metlife Series 25053 Class 0 | — | — | — | $175K | 4.6% | |
| RELIANCEMETLIFE SERIES25023CL0 MET LIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $175K | 4.6% | |
| American Funds American Funds 2025 Target Date Fund R6 | — | — | — | $137K | 3.6% | |
| American Funds American Funds Growth Fund of America R6 ** 122 * American Funds American Funds New World R6 ** 117 * American Funds American Funds Washington Mutual R6 | — | — | — | $134K | 3.5% | |
| American Funds American Funds 2060 Target Date Fund R6 | — | — | — | $85K | 2.2% | |
| American Funds American Funds Fundamental Investors R6 | — | — | — | $47K | 1.3% | |
| Fidelity Blue Chip Value | — | — | — | $37K | 1.0% | |
| Loans maturing through 2029 with interest rates * Participant Loans ranging from 8.50% to 9.50% -0- | — | — | — | $35K | 0.9% | |
| s * American Funds American Funds 2020 Target Date Fund R6 | Mutual Funds | — | — | $21K | 0.6% | |
| American Funds Fidelity 500 Index | — | — | — | $11K | 0.3% | |
| American Funds American Funds 2065 Target Date Fund R6 | — | — | — | $5K | 0.1% |
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