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Original filing (PDF)20251001134353NAL0012697777001
GROUP 14 TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
GROUP 14 TECHNOLOGIES INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
384
Accounts w/ balance
463
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROUP 14 TECHNOLOGIES INC..
Plan sponsor
Name
GROUP 14 TECHNOLOGIES INC.
EIN
47-5458555
Address
8502 MALTBY ROAD · WOODINVILLE, WA · 98072
Phone
(206) 385-0385
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
2025-10-01
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLARK NUBER PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $6K | — |
Investments
31 direct securities · 1 pooled fund· $12.1M(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
$12.0M
31 holdings
Common Collective Trust
$49K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.6M | 12.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.5M | 12.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.4M | 11.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.4M | 11.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.1M | 9.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.0M | 8.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $928K | 7.7% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | — | — | — | $866K | 7.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $698K | 5.8% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $341K | 2.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $243K | 2.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $231K | 1.9% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $102K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $88K | 0.7% | |
| DFA U.S. Large Cap Value Portfolio I DFA 0 | — | — | — | $79K | 0.7% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $71K | 0.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $65K | 0.5% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $64K | 0.5% | |
| Victory RS Global Y Victory 0 | — | — | — | $59K | 0.5% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $56K | 0.5% | |
| INTERNATIONAL GROWTH II R1 GREAT GRAY TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $49K | 0.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $41K | 0.3% | |
| JPMorgan Small Cap Growth R6 JP Morgan 0 | — | — | — | $32K | 0.3% | |
| Goldman Sachs Intl Equity Income R6 Goldman Sachs 0 | — | — | — | $26K | 0.2% | |
| JPMorgan Emerging Markets Equity R6 JP Morgan 0 | — | — | — | $24K | 0.2% | |
| Goldman Sachs Sm Cap Val Insights R6 Goldman Sachs 0 | — | — | — | $20K | 0.2% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $14K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $14K | 0.1% | |
| Voya Intermediate Bond W Voya 0 | — | — | — | $12K | 0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $4K | <0.1% | |
| Eaton Vance Income Fund of Boston R6 Eaton Vance 0 | — | — | — | $1K | <0.1% |
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