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Original filing (PDF)20251008065150NAL0005489041001
G3 INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
G3 INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
148
Accounts w/ balance
144
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 70 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G3 INDUSTRIES, INC..
Plan sponsor
Name
G3 INDUSTRIES, INC.
EIN
39-1193638
Address
1450 DON'S WAY · MOSINEE, WI · 54455
Phone
(715) 693-1450
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
2025-10-08
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
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $51K | — |
Investments
22 direct securities · 1 pooled fund· $7.2M(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
$7.2M
21 holdings
Mutual Funds
$51K
1 holding
Common Collective Trust
$30K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Group, Inc. T Rowe Price Retire 2025 Fund I Class | — | — | — | $1.5M | 21.4% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2035 Fund I Class | — | — | — | $1.1M | 14.8% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2040 Fund I Class | — | — | — | $1.0M | 14.3% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2020 Fund I Class | — | — | — | $923K | 12.7% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2030 Fund I Class | — | — | — | $759K | 10.5% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2045 Fund I Class | — | — | — | $615K | 8.5% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2055 Fund I Class | — | — | — | $348K | 4.8% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2050 Fund I Class | — | — | — | $303K | 4.2% | |
| The Vanguard Group, Inc. Vanguard 500 Index Admiral FD #540 | — | — | — | $146K | 2.0% | |
| Participant loans Interest rates from 4.50% to 9.50% - 0 - | — | — | — | $130K | 1.8% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2060 Fund I Class | — | — | — | $74K | 1.0% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2065 Fund I Class | — | — | — | $54K | 0.8% | |
| Baird Capital Baird Core Plus Bond Institutional | Mutual Funds | — | — | $51K | 0.7% | |
| METLIFE CIT III GAC 25554 CLASS FO METLIFE (GREAT GRAY TRUST COMPANY, LLC) · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $30K | 0.4% | |
| Harbor Capital Advisors, Inc. Harbor Capital Appreciation Institutional | — | — | — | $29K | 0.4% | |
| Fidelity Investments Fidelity Advisor Strategic Income Class I ** 1 Fidelity Investments Fidelity Balanced Fund | — | — | — | $26K | 0.4% | |
| Dodge & Cox Dodge & Cox Stock Class X | — | — | — | $23K | 0.3% | |
| Capital Group | American Funds AFS Eurospecific Growth R6 | — | — | — | $18K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Index Trust Mid-Cap Fund Admiral SHS | — | — | — | $15K | 0.2% | |
| Dodge & Cox Dodge & Cox International Stock X | — | — | — | $13K | 0.2% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2015 Fund I Class | — | — | — | $12K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Small Cap Index Admiral Fund #548 | — | — | — | $11K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Real Estate Index Fund Admiral SHS | — | — | — | $8K | 0.1% |
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