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Original filing (PDF)20251009154000NAL0015945714001
GALVAN INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
GALVAN INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
89
Accounts w/ balance
94
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GALVAN INDUSTRIES, INC..
Plan sponsor
Name
GALVAN INDUSTRIES, INC.
EIN
56-0788307
Address
P.O. BOX 369 · HARRISBURG, NC · 28075
Phone
(704) 455-5102
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
2025-10-09
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $41K | — |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 41-2016508 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities· $10.8M(100% of reported assets)
Uncategorized
$9.3M
30 holdings
Mutual Funds
$1.5M
1 holding
Guaranteed Income / GIC
$31K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index Fund | Mutual Funds | — | — | $1.5M | 15.1% | |
| Voya Retirement Services Voya Index Solution 2030 Portfolio Class Z | — | — | — | $1.2M | 12.6% | |
| Voya Retirement Services Voya Index Solution 2045 Portfolio Class Z | — | — | — | $1.2M | 11.9% | |
| American Funds American Funds Growth Fund R6 | — | — | — | $1.1M | 11.6% | |
| iShares Russell 2000 Small-Cap Index K | — | — | — | $539K | 5.5% | |
| Goldman Sachs Goldman Sachs GQC Partners International Opp R6 | — | — | — | $507K | 5.1% | |
| Charles Schwab US LargeCap Value Index Fund | — | — | — | $501K | 5.1% | |
| Voya Retirement Services Voya Index Solution 2035 Portfolio Class Z | — | — | — | $388K | 3.9% | |
| Thornburg Strategic Income Fund R6 | — | — | — | $388K | 3.9% | |
| Thornburg Strat Inc Fnd R6 Registered Investment Company | — | — | — | $388K | 3.9% | |
| Voya Retirement Services Voya Index Solution 2040 Portfolio Class Z | — | — | — | $378K | 3.8% | |
| Voya Retirement Services Voya Index Solution 2050 Portfolio Class Z | — | — | — | $350K | 3.6% | |
| Vanguard Mid-Cap Index Fund Adm | — | — | — | $292K | 3.0% | |
| Voya Retirement Services Voya Index Solution 2055 Portfolio Class Z | — | — | — | $268K | 2.7% | |
| LOAN FUND Participant Loans - Rates 5.00% to 9.50% | — | — | — | $225K | 2.3% | |
| through August 2028 | — | — | — | $225K | 2.3% | |
| Voya Retirement Services Voya Index Solution 2025 Portfolio Class Z | — | — | — | $224K | 2.3% | |
| Guggenheim Total Return Bond Fund R6 | — | — | — | $218K | 2.2% | |
| Guggenheim Ttl Rtrn Bnd Fd R6 Registered Investment Company | — | — | — | $218K | 2.2% | |
| Voya Retirement Services Voya Index Solution 2060 Portfolio Class Z | — | — | — | $85K | 0.9% | |
| Invesco Equally-Weighted S&P | — | — | — | $79K | 0.8% | |
| Invesco Eq Wght S&P500 Fd R6 Registered Investment Company | — | — | — | $79K | 0.8% | |
| DWS RREEF RI Est Sec Fund R6 | — | — | — | $77K | 0.8% | |
| (Held at End of Year) GALVAN INDUSTRIES, INC. PROFIT SHARING 401K PLAN EIN#56-0788307 Plan# 001 * Voya Index Solution Inc P Z Registered Investment Company | — | — | — | $73K | 0.7% | |
| Voya Retirement Services Voya Index Solution 2065 Portfolio Class Z | — | — | — | $66K | 0.7% | |
| Vanguard Balanced Index Fund Adm | — | — | — | $42K | 0.4% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $37K | 0.4% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $37K | 0.4% | |
| * Voya Retirement Services Voya Fixed Account (4450), at contract value | Guaranteed Income / GIC | — | — | $31K | 0.3% | |
| Voya Retirement Services Voya Gov Money Mkt Fnd A (Hold Acct) | — | — | — | $24K | 0.2% | |
| Vanguard Short-Term Treasury Index-Fund | — | — | — | $8K | <0.1% | |
| Vangrd St-Trm Treasury Fnd Adm Registered Investment Company | — | — | — | $8K | <0.1% |