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Original filing (PDF)20251014092557NAL0005225954001
GONZALEZ PRODUCTION SYSTEMS
Form 5500
FILING_RECEIVED
GONZALEZ PRODUCTION SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN
401(k) retirement plan
Active participants
324
Accounts w/ balance
338
Plan assets (EOY)
$24.7M
Net assets (EOY)
$24.7M
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)
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 (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GONZALEZ PRODUCTION SYSTEMS.
Plan sponsor
Name
GONZALEZ PRODUCTION SYSTEMS
EIN
38-3405306
Address
1670 E. HIGHWOOD · PONTIAC, MI · 48340
Phone
(248) 209-1781
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
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)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
Investments
32 direct securities· $24.7M(100% of reported assets)
Uncategorized
$21.6M
31 holdings
Mutual Funds
$3.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Growth Opportunities Fund Class A N/R | Mutual Funds | — | — | $3.2M | 12.8% | |
| Fidelity Equity Growth Fund Class I N/R | — | — | — | $2.3M | 9.1% | |
| Fidelity Freedom 2025 Fund Class Z N/R | — | — | — | $2.3M | 9.1% | |
| Fidelity Freedom 2030 Fund Class Z N/R | — | — | — | $2.0M | 8.2% | |
| Money Market Funds * Fidelity Treasury Money Market Daily Money Class Fund N/R | — | — | — | $2.0M | 8.1% | |
| Fidelity Freedom 2020 Fund Class Z N/R | — | — | — | $1.7M | 7.0% | |
| Fidelity Freedom 2055 Fund Class Z N/R | — | — | — | $1.3M | 5.1% | |
| Fidelity Balanced A N/R | — | — | — | $1.2M | 5.0% | |
| Fidelity Freedom 2035 Fund Class Z N/R | — | — | — | $1.0M | 4.2% | |
| BNY Mellon BNY Mellon S&P 500 Index N/R | — | — | — | $914K | 3.7% | |
| Fidelity Equity Income Fund Class A N/R | — | — | — | $817K | 3.3% | |
| Fidelity Mid Cap ll Fund Class A N/R | — | — | — | $729K | 2.9% | |
| Pimco Total Return Fund Class R N/R | — | — | — | $582K | 2.4% | |
| American Funds American Funds Mutual Fund Class R-4 N/R | — | — | — | $561K | 2.3% | |
| MFS Growth Fund Class R3 N/R | — | — | — | $483K | 2.0% | |
| Fidelity Freedom 2050 Fund Class Z N/R | — | — | — | $420K | 1.7% | |
| Fidelity Freedom 2040 Fund Class Z N/R | — | — | — | $409K | 1.7% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $398K | 1.6% | |
| American Century American Century Mid Cap Value Fund A N/R | — | — | — | $382K | 1.5% | |
| MFS International Diversification Fund Class R3 N/R | — | — | — | $281K | 1.1% | |
| Allspring Special Mid Cap Value Fund Class A N/R | — | — | — | $276K | 1.1% | |
| Fidelity Freedom 2010 Fund Class Z N/R | — | — | — | $242K | 1.0% | |
| Fidelity Freedom 2045 Fund Class Z N/R | — | — | — | $215K | 0.9% | |
| Fidelity Total Bond Fund Class A N/R | — | — | — | $192K | 0.8% | |
| Lazard Asset Lazard International Strategic Equity Portfolio Institutional Shares N/R | — | — | — | $175K | 0.7% | |
| Management * Fidelity Freedom 2060 Fund Class Z N/R | — | — | — | $149K | 0.6% | |
| Loomis Sayles Loomis Small Cap Value Fund Admin Class N/R | — | — | — | $140K | 0.6% | |
| Fidelity Freedom 2015 Fund Class Z N/R | — | — | — | $124K | 0.5% | |
| Loomis Sayles Loomis Sayles Inflation Protected Securities Fund Class R N/R | — | — | — | $111K | 0.4% | |
| Fidelity Freedom 2065 Fund Class Z N/R | — | — | — | $105K | 0.4% | |
| American Beacon American Beacon International Equity Fund Advisor Class N/R | — | — | — | $41K | 0.2% | |
| Fidelity Freedom Income Fund Z N/R | — | — | — | $35K | 0.1% |
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