Original filing (PDF)20250917174559NAL0001622338001

P.W. GILLIBRAND CO., INC.

Name: P.W. GILLIBRAND CO., INC. — P.W. GILLIBRAND COMPANY TAX-DEFERRED SAVINGS PLAN, Form 5500 (2024)
Creator: P.W. GILLIBRAND CO., INC.

Form 5500

FILING_RECEIVED

P.W. GILLIBRAND COMPANY TAX-DEFERRED SAVINGS PLAN

401(k) retirement plan

Active participants

215

Accounts w/ balance

178

Plan assets (EOY)

$25.2M

Net assets (EOY)

$25.2M

How this plan invests

This plan

2 pooled trusts

Schedule D

29 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for P.W. GILLIBRAND CO., INC..

Plan sponsor

Name

P.W. GILLIBRAND CO., INC.

EIN

46-1570382

Address

4537 ISH DR · SIMI VALLEY, CA · 93063

Phone

(805) 526-2195

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$42K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	13-2638166	—	ADVISOR	$30K	—

Investments

29 direct securities · 2 pooled funds· $25.4M(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.

Other securities

$23.2M

25 holdings

Cash / Money Market

$893K

1 holding

Bonds / Notes

$696K

1 holding

Common Collective Trusts

$227K

1 holding

Common Collective Trust

$227K

2 holdings

U.S. Treasuries

$199K

1 holding

					% of plan
JPMorgan SmartRetirement Blend 2040 R6 Mutual Fund	Other securities	—	—	$5.2M	20.6%
JPMorgan SmartRetirement Blend 2035 R6 Mutual Fund	Other securities	—	—	$3.6M	14.3%
JPMorgan SmartRetirement Blend 2030 R6 Mutual Fund	Other securities	—	—	$2.1M	8.3%
JPMorgan SmartRetirement Blend 2045 R6 Mutual Fund	Other securities	—	—	$2.0M	8.0%
JPMorgan SmartRetirement Blend 2050 R6 Mutual Fund	Other securities	—	—	$1.8M	7.1%
JPMorgan SmartRetirement Blend 2025 R6 Mutual Fund	Other securities	—	—	$1.7M	6.9%
JPMorgan SmartRetirement Blend 2020 R6 Mutual Fund	Other securities	—	—	$1.5M	5.9%
Fidelity Government Money Market K6 Mutual Fund	Cash / Money Market	—	—	$893K	3.5%
Fidelity 500 Index Fund Mutual Fund	Other securities	—	—	$845K	3.4%
JPMorgan SmartRetirement Blend Income R6 Mutual Fund	Other securities	—	—	$775K	3.1%
Participant Loans to participants, bearing interest from 5.25% to 10.50%	Bonds / Notes	—	—	$696K	2.8%
Vanguard US Growth Fund Investor Shares Mutual Fund	Other securities	—	—	$450K	1.8%
JPMorgan SmartRetirement Blend 2055 R6 Mutual Fund	Other securities	—	—	$398K	1.6%
JPMorgan SmartRetirement Blend 2060 R6 Mutual Fund	Other securities	—	—	$395K	1.6%
American Funds Balanced Fund Class R6 Mutual Fund	Other securities	—	—	$334K	1.3%
DFA US Small Cap Growth Portfolio Institutional Class Mutual Fund	Other securities	—	—	$300K	1.2%
Fidelity Mid Cap Index Fund Mutual Fund	Other securities	—	—	$270K	1.1%
PIMCO Real Return Fund Institutional Class Mutual Fund ** 7 Vanguard Real Estate Index Admiral Fund Mutual Fund	Other securities	—	—	$257K	1.0%
American Funds Capital Income Builder R6 Mutual Fund	Other securities	—	—	$237K	0.9%
Putnam Large Cap Value Fund Fee Class R1 Common/Collective Trust	Common Collective Trusts	—	—	$227K	0.9%
PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426	Common Collective Trust	—	—	$227K	0.9%
Lord Abbot Bond Debenture Fund Class R6 Mutual Fund	U.S. Treasuries	—	—	$199K	0.8%
DFA US Small Cap Value Portfolio Institutional Class Mutual Fund	Other securities	—	—	$163K	0.6%
Fidelity International Index Fund Mutual Fund	Other securities	—	—	$151K	0.6%
American Funds New World Fund Class R-6 Mutual Fund	Other securities	—	—	$131K	0.5%
American Century Strategic Allocation Conservative Fund R6 Class Mutual Fund	Other securities	—	—	$125K	0.5%
DFA International Small Cap Growth Portfolio Mutual Fund	Other securities	—	—	$118K	0.5%
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional Mutual Fund	Other securities	—	—	$117K	0.5%
PGIM Global Total Return Fund R6 Mutual Fund	Other securities	—	—	$113K	0.4%
JPMorgan Core Plus Bond R6 Mutual Fund	Other securities	—	—	$100K	0.4%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$0	<0.1%