Original filing (PDF)20250925145717NAL0008651057001

GENERAL CREDIT FORMS, INC.

Name: GENERAL CREDIT FORMS, INC. — GENERAL CREDIT FORMS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GENERAL CREDIT FORMS, INC.

Form 5500

FILING_RECEIVED

GENERAL CREDIT FORMS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

249

Accounts w/ balance

293

Plan assets (EOY)

$48.9M

Net assets (EOY)

$48.9M

How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENERAL CREDIT FORMS, INC..

Plan sponsor

Name

GENERAL CREDIT FORMS, INC.

EIN

43-0988997

Address

3595 RIDER TRAIL SOUTH · EARTH CITY, MO · 63045

Phone

(314) 216-8600

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

2025-09-25

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)

3H · Sponsor in controlled / affiliated group

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

Audit & trust (Schedule H)

Auditor

ARMANINO LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$38K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$17K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

30 direct securities · 1 pooled fund· $49.9M(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

$48.7M

30 holdings

Common Collective Trust

$1.3M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Contrafund K Mutual fund	—	—	—	$9.2M	18.8%
Fidelity 500 Index Mutual fund	—	—	—	$7.4M	15.2%
Fidelity Freedom 2025 K Mutual fund	—	—	—	$3.7M	7.6%
Fidelity Magellan K Mutual fund	—	—	—	$3.5M	7.2%
Fidelity Freedom 2030 K Mutual fund	—	—	—	$2.8M	5.7%
Fidelity Total Bond Fund Mutual fund	—	—	—	$2.2M	4.4%
Columbia Mid Cap Growth I Mutual fund	—	—	—	$1.9M	3.8%
Fidelity Asset Manager 50% Mutual fund	—	—	—	$1.5M	3.2%
Fidelity Freedom 2035 K Mutual fund	—	—	—	$1.5M	3.1%
Fidelity Freedom 2040 K Mutual fund	—	—	—	$1.5M	3.0%
Fidelity International Discovery K Mutual fund	—	—	—	$1.4M	2.8%
Fidelity Freedom 2070 K Mutual fund ** 398 * Fidelity US Bond Index Mutual fund	—	—	—	$1.3M	2.7%
Fidelity Managed Income Portfolio Collective investment trust	—	—	—	$1.3M	2.6%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$1.3M	2.6%
Fidelity Global ex US Index Mutual fund	—	—	—	$1.3M	2.6%
Fidelity Freedom 2045 K Mutual fund	—	—	—	$1.2M	2.5%
Fidelity Equity Income K Mutual fund	—	—	—	$937K	1.9%
Fidelity Low Priced Stock K Mutual fund	—	—	—	$892K	1.8%
Fidelity Freedom 2020 K Mutual fund	—	—	—	$867K	1.8%
Fidelity Stock Selector Small Cap Mutual fund	—	—	—	$842K	1.7%
Invesco Diversified Dividend R6 Mutual fund	—	—	—	$637K	1.3%
T. Rowe Price Small-cap Value - Advisor Class Mutual fund	—	—	—	$608K	1.2%
Fidelity Freedom 2050 K Mutual fund	—	—	—	$494K	1.0%
Fidelity Freedom 2010 K Mutual fund ** 542 * Fidelity Freedom 2015 K Mutual fund	—	—	—	$441K	0.9%
Fidelity Value K Mutual fund	—	—	—	$409K	0.8%
Fidelity Extended Market Index Mutual fund	—	—	—	$277K	0.6%
Fidelity Freedom 2060 K Mutual fund	—	—	—	$175K	0.4%
Fidelity Freedom 2055 K Mutual fund	—	—	—	$171K	0.3%
Fidelity Inflation Protection Bond Index Mutual fund	—	—	—	$155K	0.3%
Fidelity Freedom Income K Mutual fund	—	—	—	$95K	0.2%
Fidelity Freedom 2065 K Mutual fund	—	—	—	$14K	<0.1%