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Original filing (PDF)20251006050804NAL0001859987001
THE GOODMAN GROUP, INC.
Form 5500
FILING_RECEIVED
THE GOODMAN GROUP, ITS MEMBERS & AFFIL. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
3,652
Accounts w/ balance
1,989
Plan assets (EOY)
$79.5M
Net assets (EOY)
$79.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 26 bps in Schedule C fees — 63% above peer band of 16 bps.
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE GOODMAN GROUP, INC..
Plan sponsor
Name
THE GOODMAN GROUP, INC.
EIN
41-1914496
Address
1107 HAZELTINE BOULEVARD · STE 200 · CHASKA, MN · 55318
Phone
(952) 361-8907
Industry
Management of Companies / Holdingssee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOYUM BARENSCHEER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $156K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 | — | INVESTMENT/FINANCIAL ADVI | $52K | — |
Investments
22 direct securities · 5 pooled funds· $77.9M(98% 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.
Registered Investment Companies
$61.0M
22 holdings
Common Collective Trust
$16.9M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $12.1M | 15.2% | |
| GS SV COL TR INSTL SER 1 GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $7.5M | 9.4% | |
| LARGE CAP GR- I1 WILMINGTON TRUST CO · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $6.6M | 8.4% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $5.6M | 7.1% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $5.0M | 6.3% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $4.1M | 5.1% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $4.0M | 5.0% | |
| COLUMBIA BALANCED FUND - I3 | Registered Investment Companies | — | — | $3.8M | 4.7% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $3.7M | 4.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $3.4M | 4.2% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $3.1M | 3.9% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $3.0M | 3.7% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $2.9M | 3.6% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $2.5M | 3.2% | |
| VICTORY INTEGRITY SMCAP VAL R6 | Registered Investment Companies | — | — | $1.7M | 2.2% | |
| SMALL CAP GROWTH FUND - I1 WILMINGTON TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $1.7M | 2.1% | |
| CARILLON SCOUT MID CAP R6 | Registered Investment Companies | — | — | $1.5M | 1.9% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $1.5M | 1.8% | |
| CORE BOND FUND I1 WILMINGTON TRUST CO · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $907K | 1.1% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $780K | 1.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $726K | 0.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $569K | 0.7% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $489K | 0.6% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $294K | 0.4% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $248K | 0.3% | |
| EMERGING MKTS I1 WILMINGTON TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $223K | 0.3% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $102K | 0.1% |