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Original filing (PDF)20251014162024NAL0001643747001
GENERAL GRIND AND MACHINE, INC.
Form 5500
FILING_RECEIVED
GENERAL GRIND AND MACHINE, INC. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
268
Accounts w/ balance
301
Plan assets (EOY)
$32.9M
Net assets (EOY)
$32.9M
How this plan invests
This plan
20 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL GRIND AND MACHINE, INC..
Plan sponsor
Name
GENERAL GRIND AND MACHINE, INC.
EIN
36-3049009
Address
PO BOX 168 · ALEDO, IL · 612310168
Phone
(309) 582-5959
Industry
Manufacturingsee 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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
HONKAMP, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $89K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENERAL GRIND AND MACHIN | 36-3049009 | — | ACCOUNTANT | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MWA FINANCIAL SERVICES INC | 36-4420471 | — | OTHER SERVICES | $0 | — |
Investments
22 direct securities · 20 pooled funds· $59.2M(100% 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.
Uncategorized
$31.2M
22 holdings
Pooled Separate Account
$27.0M
19 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prin Diversified Intl SA-R6 | — | — | $0 | $4.1M | 12.6% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $4.1M | 12.6% | |
| Prin LargeCap Growth I SA-R6 | — | — | $0 | $4.0M | 12.0% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $4.0M | 12.0% | |
| Prin Equity Income SA-R6 | — | — | $0 | $3.6M | 10.9% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $3.6M | 10.9% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $3.0M | 9.1% | |
| Prin Capital Appr SA-R6 | — | — | $0 | $3.0M | 9.1% | |
| Fidelity Adv Stk Sel MdCp I Fd | — | — | $0 | $2.9M | 8.8% | |
| PRIN CAPITAL APPR SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $2.9M | 8.8% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.5M | 7.5% | |
| Prin Core Plus Bd Sep Acct-R6 | — | — | $0 | $2.5M | 7.5% | |
| Prin MidCap Value I SA-R6 | — | — | $0 | $1.8M | 5.6% | |
| Columbia SmCap Value II R Fund | — | — | $0 | $1.4M | 4.2% | |
| PRIN DIVERSIFIED INTL SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.2M | 3.7% | |
| Invesco Sm Cap Growth Inv Fund | — | — | $0 | $1.2M | 3.7% | |
| PRINCIPAL SMALLCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $1.2M | 3.6% | |
| Prin MidCap Growth III SA-R6 | — | — | $0 | $1.2M | 3.6% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.1M | 3.2% | |
| Prin LgCap S&P 500 Index SA-R6 | — | — | $0 | $1.1M | 3.2% | |
| Prin MidCap S&P 400 Idx SA-R6 | — | — | $0 | $1.0M | 3.0% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.0M | 3.0% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $874K | 2.7% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $0 | $744K | 2.3% | |
| Participant Loans | — | — | $0 | $693K | 2.1% | |
| Prin LifeTime 2060 Sep Acct-R6 | — | — | $0 | $647K | 2.0% | |
| PRIN EQUITY INCOME SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $647K | 2.0% | |
| T Rowe Price Sm Cap Stock Fund | — | — | $0 | $547K | 1.7% | |
| Prin LifeTime 2040 Sep Acct-R6 | — | — | $0 | $447K | 1.4% | |
| PRIN MIDCAP GROWTH III SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $405K | 1.2% | |
| Prin U.S. Property Sep Acct-R6 | — | — | $0 | $405K | 1.2% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $400K | 1.2% | |
| Principal SmallCap Sep Acct-R6 | — | — | $0 | $400K | 1.2% | |
| PRIN MIDCAP VALUE I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $113K | 0.3% | |
| Principal Stable Value Fund | — | — | $0 | $113K | 0.3% | |
| Putnam Intl Equity A Fund | — | — | $0 | $112K | 0.3% | |
| PRIN SMALLCAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $112K | 0.3% | |
| PRIN U.S. PROPERTY SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $100K | 0.3% | |
| Prin SmallCap Growth I SA-R6 | — | — | $0 | $100K | 0.3% | |
| PRIN LIFETM 2070 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | $0 | $55K | 0.2% | |
| Prin LifeTime 2020 Sep Acct-R6 | — | — | $0 | $12K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% |
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