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Original filing (PDF)20250904104005NAL0027236976001
GOWER CORPORATION
Form 5500
FILING_RECEIVED
GOWER CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
122
Accounts w/ balance
209
Plan assets (EOY)
$30.0M
Net assets (EOY)
$30.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
22 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 GOWER CORPORATION.
Plan sponsor
Name
GOWER CORPORATION
EIN
57-0293575
Address
P.O. BOX 6767 · GREENVILLE, SC · 29606
Phone
(864) 458-3114
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
2025-09-04
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
SUGGSJOHNSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $225 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | — | GREENVILLE, SC | INVESTMENT ADVISOR | $30K | — |
| MML INVESTOR SERVICES | — | GREENVILLE, SC | INVESTMENT ADVISOR | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMINISTRATION | $43K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
20 direct securities · 3 pooled funds· $30.0M(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
$22.6M
20 holdings
Common Collective Trust
$7.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $5.3M | 17.7% | |
| Dodge and Cox Income Fund Mutual Fund | — | — | — | $4.5M | 15.1% | |
| METLIFE SV SOL IV J GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $3.8M | 12.5% | |
| RT METLIFE 25053 EQ RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.7M | 12.4% | |
| MFS Value R6 Mutual Fund | — | — | — | $3.7M | 12.2% | |
| American Funds EuroPacific Growth R6 Mutual Fund | — | — | — | $1.5M | 4.9% | |
| MFS Growth R6 Mutual Fund | — | — | — | $1.3M | 4.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $1.1M | 3.7% | |
| Dodge and Cox International Stock Mutual Fund | — | — | — | $942K | 3.1% | |
| American Funds US Government Sec R6 Mutual Fund | — | — | — | $849K | 2.8% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | — | — | — | $768K | 2.6% | |
| DFA US Small Cap I Mutual Fund | — | — | — | $642K | 2.1% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund | — | — | — | $561K | 1.9% | |
| American Funds New World R6 Mutual Fund | — | — | — | $511K | 1.7% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $447K | 1.5% | |
| DFA Real Estate Securities I Mutual Fund | — | — | — | $123K | 0.4% | |
| American Funds Capital World Growth & Income R6 Shares Mutual Fund | — | — | — | $111K | 0.4% | |
| Vanguard Wellington Admiral Mutual Fund | — | — | — | $100K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $94K | 0.3% | |
| Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Index 2030 Fund Investor Class Mutual Fund | — | — | — | $2K | <0.1% | |
| UT STABLE VALUE MASTER TRUST AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% |
