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Original filing (PDF)20251013095423NAL0000459859001
GRETCHEN'S HOUSE, INC.
Form 5500
FILING_RECEIVED
GRETCHEN'S HOUSE INC 401(K) PLAN
401(k) retirement plan
Active participants
233
Accounts w/ balance
226
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
26 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
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRETCHEN'S HOUSE, INC..
Plan sponsor
Name
GRETCHEN'S HOUSE, INC.
EIN
38-3090980
Address
4531 CONCOURSE DRIVE · ANN ARBOR, MI · 48108
Phone
(734) 761-2576
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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT CO | — | LOS ANGELES, CA | RECORD KEEPER | $750 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KDP RETIREMENT PLAN SERVICES INC. | 38-3478073 | GRAND RAPIDS, MI | 0 | $400 | — |
Investments
26 direct securities· $4.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Fund | — | — | — | $750K | 18.3% | |
| American Funds 2035 Target Date Fund | — | — | — | $670K | 16.4% | |
| American Funds 2045 Target Date Fund | — | — | — | $593K | 14.5% | |
| American Funds 2055 Target Date Fund | — | — | — | $562K | 13.7% | |
| American Funds 2030 Target Date Fund | — | — | — | $553K | 13.5% | |
| American Funds 2040 Target Date Fund | — | — | — | $300K | 7.3% | |
| American Funds 2050 Target Date Fund | — | — | — | $146K | 3.6% | |
| American Funds 2020 Target Date Fund | — | — | — | $131K | 3.2% | |
| American Funds Balanced Fund | — | — | — | $61K | 1.5% | |
| American Funds 2060 Target Date Fund | — | — | — | $55K | 1.3% | |
| American Funds American Mutual Growth Fund of America | — | — | — | $53K | 1.3% | |
| American Funds American Mutual Fund | — | — | — | $52K | 1.3% | |
| American Funds Fundamental Investors Fund | — | — | — | $41K | 1.0% | |
| American Funds Washington Mutual Investors Fund | — | — | — | $39K | 0.9% | |
| American Funds Bond Fund of America | — | — | — | $14K | 0.3% | |
| American Funds 2010 Target Date Fund | — | — | — | $12K | 0.3% | |
| American Funds American Mutual Income Fund of America | — | — | — | $12K | 0.3% | |
| American Funds Moderate Growth and Income Portfolio Fund | — | — | — | $10K | 0.3% | |
| American Funds EuroPacific Growth Fund | — | — | — | $9K | 0.2% | |
| American Funds Growth and Income Portfolio Fund ** 303 * American Funds Growth Portfolio Fund | — | — | — | $7K | 0.2% | |
| American Funds New Economy Fund ** 380 * American Funds Small-Cap World Fund | — | — | — | $6K | 0.2% | |
| American Funds Intermediate Bond Fund of America | — | — | — | $6K | 0.1% | |
| American Funds Income Fund of America | — | — | — | $5K | 0.1% | |
| American Funds US Government Money Market | — | — | — | $5K | 0.1% | |
| American Funds Global Growth Fund of America | — | — | — | $3K | <0.1% | |
| American Funds Capital Income Builder Fund | — | — | — | $1K | <0.1% |