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Original filing (PDF)20251013094953NAL0001638288001
G2.COM, INC.
Form 5500
FILING_RECEIVED
G2.COM, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
354
Accounts w/ balance
527
Plan assets (EOY)
$31.5M
Net assets (EOY)
$31.5M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G2.COM, INC..
Plan sponsor
Name
G2.COM, INC.
EIN
45-4182087
Address
100 S WACKER DR · SUITE 600 · CHICAGO, IL · 60606
Phone
(872) 228-5988
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-13
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS LLC | 82-1301701 | — | ADVISOR | $39K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
34 direct securities · 1 pooled fund· $31.9M(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
$31.3M
34 holdings
Common Collective Trust
$546K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Institutional Premium Fund " | — | — | — | $6.7M | 21.2% | |
| Fidelity Freedom Index 2060 Institutional Premium Fund " | — | — | — | $5.8M | 18.3% | |
| Fidelity 500 Index Fund " | — | — | — | $4.4M | 13.9% | |
| Fidelity Freedom Index 2050 Institutional Premium Fund " | — | — | — | $3.5M | 11.2% | |
| Fidelity Freedom Index 2045 Institutional Premium Fund " | — | — | — | $1.8M | 5.7% | |
| American Century Ultra R6 Fund " | — | — | — | $1.7M | 5.2% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $869K | 2.8% | |
| Fidelity Freedom Index 2040 Institutional Premium Fund " | — | — | — | $779K | 2.5% | |
| T. Rowe Price Dividend Growth I Fund " | — | — | — | $700K | 2.2% | |
| Fidelity Small Cap Index Fund " | — | — | — | $590K | 1.9% | |
| Fidelity Managed Income Portfolio II Fund Common collective trust | — | — | — | $546K | 1.7% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $546K | 1.7% | |
| Fidelity International Index Fund " | — | — | — | $475K | 1.5% | |
| Fidelity Freedom Index 2065 Institutional Premium Fund " | — | — | — | $467K | 1.5% | |
| Invesco Small Cap Value R6 Fund " | — | — | — | $420K | 1.3% | |
| Fidelity Freedom Index 2035 Institutional Premium Fund " | — | — | — | $407K | 1.3% | |
| Fidelity International Growth Fund " | — | — | — | $391K | 1.2% | |
| BlackRock Total Return K Fund " | — | — | — | $315K | 1.0% | |
| American Funds New World R6 Fund " | — | — | — | $313K | 1.0% | |
| Putnam Small Cap Growth R6 Fund Mutual fund | — | — | — | $306K | 1.0% | |
| JPMorgan Equity Income R6 Fund " | — | — | — | $218K | 0.7% | |
| The Hartford Strategic Income R6 Fund " | — | — | — | $201K | 0.6% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $179K | 0.6% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $116K | 0.4% | |
| Principal Real Estate Securities R6 Fund " | — | — | — | $94K | 0.3% | |
| MFS Total Return R6 Fund " | — | — | — | $52K | 0.2% | |
| Hartford International Value R6 Fund " | — | — | — | $48K | 0.2% | |
| DFA Commodity Strategy Portfolio Institutional Fund " | — | — | — | $17K | <0.1% | |
| Fidelity Freedom Index 2025 Institutional Premium Fund " | — | — | — | $13K | <0.1% | |
| Fidelity Freedom Index 2030 Institutional Premium Fund " | — | — | — | $10K | <0.1% | |
| Fidelity Government Money Market K6 Fund " | — | — | — | $4K | <0.1% | |
| Allspring Special Mid Cap Value R6 Fund " | — | — | — | $4K | <0.1% | |
| PGIM Jennison Mid-Cap Growth R6 Fund " | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Index 2020 Institutional Premium Fund " | — | — | — | $2K | <0.1% | |
| Fidelity Freedom Index 2010 Institutional Premium Fund " | — | — | — | $2K | <0.1% |
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