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Original filing (PDF)20251007144331NAL0002552787002
GF MACHINING SOLUTIONS LLC
Form 5500
FILING_RECEIVED
GF MACHINING SOLUTIONS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
208
Accounts w/ balance
289
Plan assets (EOY)
$60.0M
Net assets (EOY)
$60.0M
How this plan invests
This plan
32 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 GF MACHINING SOLUTIONS LLC.
Plan sponsor
Name
GF MACHINING SOLUTIONS LLC
EIN
38-1574205
Address
560 BOND STREET · LINCOLNSHIRE, IL · 600694224
Phone
(847) 913-5300
Industry
Wholesale 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
SIKICH CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $44K | — |
| MULTNOMAH GROUP INC | 20-0361079 | — | NONE | $26K | — |
| SIKICH CPA, LLC | 54-1172176 | — | NONE | $15K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $418 | — |
Investments
26 direct securities· $60.6M(100% of reported assets)
Uncategorized
$56.4M
25 holdings
Mutual Funds
$4.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Funds Schwab S&P 500 Index Fund | — | — | — | $10.5M | 17.5% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | — | — | — | $6.0M | 10.0% | |
| MFS Value Fund R6 | — | — | — | $5.1M | 8.5% | |
| SCHWAB RET GVMNT MONEY FUND Money Market / Cash Equivalent | — | — | — | $4.9M | 8.2% | |
| and Money Market Mutual Fund Baron Capital Group Baron Small Cap Institutional Fund | Mutual Funds | — | — | $4.1M | 6.9% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $3.4M | 5.7% | |
| Vanguard Institutional Target Retirement Fund 2025 | — | — | — | $3.0M | 5.1% | |
| Vanguard Institutional Target Retirement Fund 2035 | — | — | — | $2.7M | 4.5% | |
| VANGUARD TARGET RETIREMNT 2030 Registered Investment Company | — | — | — | $2.4M | 4.1% | |
| Vanguard Institutional Target Retirement Fund 2040 | — | — | — | $2.3M | 3.9% | |
| Vanguard Institutional Target Retirement Fund 2050 | — | — | — | $2.1M | 3.4% | |
| VANGUARD EXTENDED MKT INDX ADM Registered Investment Company | — | — | — | $1.7M | 2.8% | |
| Vanguard Institutional Target Retirement Fund 2045 | — | — | — | $1.6M | 2.7% | |
| Self-Directed Brokerage Accounts * Charles Schwab Trust Bank Personal Choice Retirement - Mutual Funds and Common Stock | — | — | — | $1.5M | 2.6% | |
| Harding Loevner Harding Loevner International Equity Fund | — | — | — | $1.4M | 2.3% | |
| Northern Funds Northern Small Cap Value Fund | — | — | — | $1.4M | 2.3% | |
| PGIM Total Return Bond Fund | — | — | — | $1.2M | 2.1% | |
| Vanguard Institutional Target Retirement Fund 2055 | — | — | — | $907K | 1.5% | |
| Vanguard Total International Stock Index Fund | — | — | — | $864K | 1.4% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | — | — | — | $864K | 1.4% | |
| Participant loans Interest rates from 4.25% to 9.50% - 0 - | — | — | — | $683K | 1.1% | |
| Vanguard Institutional Target Retirement Fund 2020 | — | — | — | $562K | 0.9% | |
| Dodge & Cox Dodge & Cox International Stock Fund | — | — | — | $538K | 0.9% | |
| Vanguard Institutional Target Retirement Fund 2060 | — | — | — | $243K | 0.4% | |
| Vanguard Institutional Target Retirement Fund 2065 | — | — | — | $237K | 0.4% | |
| Vanguard Target Retirement Income Fund | — | — | — | $80K | 0.1% |
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