Back to filter
Original filing (PDF)20251015142015NAL0002559235001
GONNELLA BAKING CO.
Form 5500
FILING_RECEIVED
GONNELLA RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
363
Accounts w/ balance
551
Plan assets (EOY)
$40.4M
Net assets (EOY)
$40.4M
How this plan invests
This plan
20 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 GONNELLA BAKING CO..
Plan sponsor
Name
GONNELLA BAKING CO.
EIN
36-1143800
Address
1117 E. WILEY ROAD · SCHAUMBURG, IL · 60173
Phone
(312) 733-2020
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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)
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
WARADY & DAVIS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $67K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $16K | — |
Investments
20 direct securities· $40.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target RET 2025 Registered Investment Company | — | — | — | $5.9M | 14.5% | |
| Federated Hermes Govt Obligations Registered Investment Company | — | — | — | $5.0M | 12.4% | |
| Vanguard Target RET 2030 Registered Investment Company | — | — | — | $5.0M | 12.3% | |
| Vanguard Target RET 2035 Registered Investment Company | — | — | — | $4.9M | 12.1% | |
| Vanguard Target RET 2045 Registered Investment Company | — | — | — | $3.3M | 8.2% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $3.2M | 7.9% | |
| Vanguard Target RET 2040 Registered Investment Company | — | — | — | $2.7M | 6.7% | |
| Vanguard Target RET 2050 Registered Investment Company | — | — | — | $2.1M | 5.3% | |
| JP Morgan Large Cap Growth R6 Registered Investment Company | — | — | — | $1.5M | 3.8% | |
| American FD AMER MUT R6 Registered Investment Company | — | — | — | $1.2M | 3.0% | |
| Vanguard Fed Money Market Money Market Fund | — | — | — | $1.2M | 2.9% | |
| Vanguard Target RET 2020 Registered Investment Company | — | — | — | $699K | 1.7% | |
| Vanguard Target RET 2055 Registered Investment Company | — | — | — | $596K | 1.5% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $576K | 1.4% | |
| Vanguard Developed Markets Index Fund Registered Investment Company | — | — | — | $521K | 1.3% | |
| Vanguard Target RET 2065 Registered Investment Company | — | — | — | $511K | 1.3% | |
| West Asset Core Bond I S Registered Investment Company | — | — | — | $502K | 1.2% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $475K | 1.2% | |
| Vanguard Target RET 2060 Registered Investment Company | — | — | — | $351K | 0.9% | |
| Vanguard Target RET 2015 Registered Investment Company | — | — | — | $145K | 0.4% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BLOOMBERG L.P.
BLOOMBERG L.P. 401(K) PLAN
$5.7B · 14,853 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Manufacturing plans
H&S BAKERY, INC.
H&S FAMILY OF BAKERIES 401(K) PLAN
$39.8M · 633 participants
TH FOODS, INC.
TH FOODS, INC. 401(K) PLAN
$42.3M · 576 participants
WISE FOODS, INC.
WISE FOODS 401(K) PLAN
$42.7M · 828 participants
TWIN CITIES BAKERY DRIVERS HEALTH & WELFARE FUND
TWIN CITIES BAKERY DRIVERS HEALTH & WELFARE FUND
$37.8M · 1,163 participants
LAWLER FOODS, LTD.
DESSERT HOLDINGS 401(K) SAVINGS PLAN
$37.7M · 1,022 participants
SCHWEBEL BAKING COMPANY
THE SCHWEBEL BAKING COMPANY 401K PLAN
$37.1M · 1,020 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B