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Original filing (PDF)20250915105935NAL0000668627001
GUHRING, INC.
Form 5500
FILING_RECEIVED
GUHRING, INC. SALARY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
331
Accounts w/ balance
396
Plan assets (EOY)
$56.9M
Net assets (EOY)
$56.9M
How this plan invests
This plan
18 pooled trusts
Schedule D
25 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUHRING, INC..
Plan sponsor
Name
GUHRING, INC.
EIN
39-1306795
Address
1445 COMMERCE AVE · BROOKFIELD, WI · 530455205
Phone
(414) 784-6730
Industry
Wholesale Tradesee 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
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $76K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INV ADV, PARTICIPANTS | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
12 direct securities · 18 pooled funds· $60.2M(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.
Common Collective Trust
$31.6M
8 holdings
Pooled Separate Account
$17.1M
10 holdings
Uncategorized
$11.5M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SSGA S&P 500 INDEX NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $13.7M | 24.0% | |
| MFS GROWTH EQUITY S FUND GREAT GRAY TRUST COMPANY · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $7.4M | 13.0% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $4.3M | 7.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.2M | 7.4% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $3.9M | 6.8% | |
| SSGA RUSSELL SM CP IDX NL S FD STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 180 | Common Collective Trust | — | — | $3.2M | 5.6% | |
| SSGA S&P MDCP INDEX NL C FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $2.7M | 4.8% | |
| Voya MidCap Opportunities Fund Mutual Fund | — | — | — | $2.4M | 4.3% | |
| MFS Value Fund Mutual Fund | — | — | — | $2.1M | 3.6% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $1.9M | 3.3% | |
| Principal Diversified International Separate Account Pooled Separate Account | — | — | — | $1.6M | 2.8% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $1.6M | 2.8% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $1.5M | 2.7% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.3M | 2.3% | |
| Principal SmallCap Growth I R4 Fund Pooled Separate Account | — | — | — | $1.3M | 2.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $1.3M | 2.2% | |
| Victory Sycamore Small Company Opportunity Fund Mutual Fund | — | — | — | $1.2M | 2.1% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $1.1M | 1.9% | |
| PGIM Total Return Bond Fund Mutual Fund | — | — | — | $951K | 1.7% | |
| John Hancock Disciplined Value Mid Cap R6 Fund Mutual Fund | — | — | — | $746K | 1.3% | |
| Rates from 5.25% to 10.50% | — | — | — | $557K | 1.0% | |
| SSGA GL AL CP EQ X-US IDX NL K STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $339K | 0.6% | |
| Invesco Developing Markets Fund Mutual Fund | — | — | — | $262K | 0.5% | |
| Principal LifeTime 2070 Account Pooled Separate Account | — | — | — | $195K | 0.3% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $195K | 0.3% | |
| SSGA US BOND INDX NL K FUND STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $123K | 0.2% | |
| Principal LifeTime Strategic Income Separate Account Pooled Separate Account | — | — | — | $95K | 0.2% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $95K | 0.2% | |
| (E) | — | — | — | $95K | 0.2% | |
| CEREDEX MIDCAP VAL EQ TR CL 2 SEI TRUST COMPANY · EIN 45-1287157 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
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