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Original filing (PDF)20251014141522NAL0001484707001
GOELLNER, INC.
Form 5500
FILING_RECEIVED
GOELLNER, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
889
Accounts w/ balance
871
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: COMMINGLED PENSION TRUST FUND (STABLE ASSET INCOME) OF JPMORGAN CHASE BANK, N.A. (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOELLNER, INC..
Plan sponsor
Name
GOELLNER, INC.
EIN
36-4348436
Address
9900 NORTH ALPINE ROAD · MACHESNEY PARK, IL · 61115
Phone
(815) 636-9900
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HTLF RETIREMENT PLAN SERVICES | 13-2624428 | DUBUQUE, IA | INVESTMENT ADVISOR | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | CONTRACT ADMINISTRATOR | $69K | — |
Investments
1 pooled fund· $231K(1% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $231K | 0.9% |
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