Original filing (PDF)20250710223553NAL0005918753001

GORDON FLESCH COMPANY, INC.

Name: GORDON FLESCH COMPANY, INC. — GORDON FLESCH COMPANY, INC. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: GORDON FLESCH COMPANY, INC.

Form 5500

FILING_RECEIVED

GORDON FLESCH COMPANY, INC. 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

642

Accounts w/ balance

867

Plan assets (EOY)

$134.7M

Net assets (EOY)

$134.7M

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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 195K (3% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GORDON FLESCH COMPANY, INC..

Plan sponsor

Name

GORDON FLESCH COMPANY, INC.

EIN

39-0993125

Address

2675 RESEARCH PARK DRIVE · MADISON, WI · 537114906

Phone

(608) 271-2100

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-10

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)

2E · Profit-sharing

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

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$73K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$30K	—
FUND EVALUATION GROUP

Investments

1 pooled fund· $3.1M(2% 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.