Back to filter
Original filing (PDF)20251015140126NAL0004758609001
GRAND TRAVERSE CONTAINER, INC.
Form 5500
FILING_RECEIVED
GRAND TRAVERSE CONTAINER, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
182
Accounts w/ balance
199
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
6 pooled trusts
Schedule D
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.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAND TRAVERSE CONTAINER, INC..
Plan sponsor
Name
GRAND TRAVERSE CONTAINER, INC.
EIN
38-3242925
Address
1050 BUSINESS PARK DRIVE · TRAVERSE CITY, MI · 49686
Phone
(231) 946-1057
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, INC. | 04-3015875 | — | N/A | $7K | — |
Investments
27 direct securities · 6 pooled funds· $12.1M(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
$6.6M
26 holdings
Common Collective Trust
$5.4M
6 holdings
Mutual Funds
$120K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SPA GROWTH PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4586721 / PN 317 | Common Collective Trust | — | — | $2.1M | 18.4% | |
| Vanguard Target Retirement 2035 Fund N/R | — | — | — | $1.2M | 10.3% | |
| SPA AGGRESSIVE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4599793 / PN 318 | Common Collective Trust | — | — | $1.1M | 9.7% | |
| Vanguard Target Retirement 2045 Fund N/R | — | — | — | $949K | 8.3% | |
| SPA BALANCED PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4576579 / PN 316 | Common Collective Trust | — | — | $838K | 7.3% | |
| Vanguard Target Retirement 2055 Fund N/R | — | — | — | $754K | 6.6% | |
| Collective Trust Funds Reliance Trust Company Stable Value Fund Class 0 N/R | — | — | — | $649K | 5.7% | |
| MET MANAGED GIC 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $649K | 5.7% | |
| Vanguard Intermediate Term Bond Index Admiral N/R | — | — | — | $495K | 4.3% | |
| SPA MODERATE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 81-4559880 / PN 315 | Common Collective Trust | — | — | $447K | 3.9% | |
| Vanguard Target Retirement 2070 Fund N/R 252 * Fidelity 500 Index Fund N/R | — | — | — | $424K | 3.7% | |
| Vanguard Target Retirement 2020 Fund N/R 361 Vanguard Target Retirement 2025 Fund N/R | — | — | — | $382K | 3.3% | |
| DFA US Small Cap Value Portfolio Fund N/R | — | — | — | $292K | 2.5% | |
| Putnam Large Cap Value Fund Class R6 N/R | — | — | — | $288K | 2.5% | |
| Vanguard Target Retirement 2040 Fund N/R | — | — | — | $258K | 2.2% | |
| SPA CONSERVATIVE PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 38-4139840 / PN 620 | Common Collective Trust | — | — | $224K | 2.0% | |
| MFS Growth R6 N/R | — | — | — | $143K | 1.3% | |
| Vanguard Target Retirement 2065 Fund N/R | — | — | — | $120K | 1.0% | |
| American Funds Europacific Growth Fund N/R | Mutual Funds | — | — | $120K | 1.0% | |
| Vanguard Target Retirement Income Fund N/R | — | — | — | $116K | 1.0% | |
| Vanguard Target Retirement 2050 Fund N/R | — | — | — | $101K | 0.9% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $81K | 0.7% | |
| Vanguard Target Retirement 2060 Fund N/R | — | — | — | $57K | 0.5% | |
| DFA Emerging Markets Portfolio Fund N/R | — | — | — | $54K | 0.5% | |
| Vanguard Target Retirement 2030 Fund N/R | — | — | — | $52K | 0.4% | |
| Fidelity Advisor Total Bond Fund Class Z N/R | — | — | — | $50K | 0.4% | |
| PIMCO Real Return Institutional Fund N/R | — | — | — | $41K | 0.4% | |
| Vanguard Small Cap Growth Index Fund N/R | — | — | — | $39K | 0.3% | |
| Invesco International Small-Mid Company N/R | — | — | — | $37K | 0.3% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $32K | 0.3% | |
| Fund MFS Mid Cap Value R6 N/R | — | — | — | $9K | <0.1% | |
| DFA Global Real Estate Securities Fund N/R | — | — | — | $6K | <0.1% | |
| Fund PIMCO High Yield Institutional Fund N/R | — | — | — | $2K | <0.1% |
Related plans
Other plans using SENTINEL BENEFITS GROUP, INC.
ONEONCOLOGY, LLC
ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN
$584.7M · 7,980 participants
THE COLONY GROUP, LLC
THE COLONY GROUP, LLC 401(K) PROFIT SHARING PLAN
$269.5M · 551 participants
EASTERN RESEARCH GROUP, INC.
EASTERN RESEARCH GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN
$217.6M · 731 participants
NEMAK USA, INC.
NEMAK USA, INC. RETIREMENT SAVINGS PLAN
$189.0M · 2,035 participants
BOWMAN CONSULTING GROUP, LTD.
BOWMAN CONSULTING GROUP, LTD. RETIREMENT PLAN
$164.7M · 2,122 participants
EASTMAN CREDIT UNION
EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN
$146.1M · 1,071 participants
Similar-size Manufacturing plans
PACTRON
PACTRON 401(K) PLAN & TRUST
$11.4M · 74 participants
PARATECH INC.
PARATECH, INC. 401(K) PLAN
$11.5M · 85 participants
STANDARD FUSEE CORPORATION
STANDARD FUSEE CORPORATION 401(K) RETIREMENT PLAN
$11.4M · 109 participants
THE MALISH CORPORATION
THE MALISH CORPORATION 401(K) & PROFIT SHARING PLAN
$11.4M · 82 participants
FEY INDUSTRIES, INC.
FEY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
$11.4M · 172 participants
VARFLEX CORPORATION
VARFLEX CORPORATION PROFIT SHARING PLAN
$11.5M · 120 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants