Original filing (PDF)20241015114218NAL0028227505001

GUSTAVE A. LARSON COMPANY

Name: GUSTAVE A. LARSON COMPANY — GUSTAVE A. LARSON COMPANY EMPLOYEES RETIREMENT SAVINGS 401(K) PLAN, Form 5500 (2023)
Creator: GUSTAVE A. LARSON COMPANY

Form 5500

FILING_RECEIVED

GUSTAVE A. LARSON COMPANY EMPLOYEES RETIREMENT SAVINGS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUSTAVE A. LARSON COMPANY.

Plan sponsor

Name

GUSTAVE A. LARSON COMPANY

EIN

39-0421570

Address

W233 N2869 ROUNDY CIRCLE WEST · PEWAUKEE, WI · 53072

Phone

(262) 542-0200

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLEXUS FINANCIAL SOLUTIONS	27-1746834	—	BROKER/DEALER	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADMINISTRATIVE RETIREMENT SERVICES	36-4212397	—	THIRD PARTY ADMINISTRATO	$22K	—

Other

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
MAP CONTRACT-SEPERATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	$0	—

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