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Original filing (PDF)20251015094346NAL0002095971001
GILLMAN, INC.
Form 5500
FILING_RECEIVED
GILLMAN, INC. 401(K) PLAN
401(k) retirement plan
Active participants
227
Accounts w/ balance
190
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GILLMAN, INC..
Plan sponsor
Name
GILLMAN, INC.
EIN
35-1498056
Address
1162 TEKULVE ROAD · BATESVILLE, IN · 47006
Phone
(812) 934-4282
Industry
Retail Tradesee 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
2025-10-15
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
BRADY WARE & SCHOENFELD INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION BENEFITS | 25-1722805 | — | RECORD KEEPER | $10K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| MID ATLANTIC TRUST COMPANY | 27-3169253 | — | RECORD KEEPER | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST FINANCIAL BANK | 31-0308605 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
Investments
28 direct securities · 1 pooled fund· $6.1M(99% 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.
Registered Investment Companies
$6.0M
28 holdings
Common Collective Trust
$120K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.1M | 17.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $885K | 14.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $769K | 12.5% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $494K | 8.0% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $459K | 7.5% | |
| ALLSPRING SPECIAL MC VAL INST | Registered Investment Companies | — | — | $348K | 5.7% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $345K | 5.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $256K | 4.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $207K | 3.4% | |
| TRP NEW HORIZONS - I 48 REGISTERED INVESTMENT COMPANY DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $189K | 3.1% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $152K | 2.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $122K | 2.0% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $120K | 1.9% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $112K | 1.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $110K | 1.8% | |
| BLK EMERGING MARKET INST | Registered Investment Companies | — | — | $73K | 1.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $69K | 1.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $69K | 1.1% | |
| BLK MULT ASSET INC PORT K | Registered Investment Companies | — | — | $59K | 1.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $56K | 0.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $35K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $28K | 0.5% | |
| MFS INTERNATIONAL EQUITY R6 | Registered Investment Companies | — | — | $18K | 0.3% | |
| FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $15K | 0.2% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $13K | 0.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $13K | 0.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $3K | <0.1% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $3K | <0.1% |
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