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Original filing (PDF)20251009125727NAL0016139410001
GMI HOLDING, INC.
Form 5500
FILING_RECEIVED
GMI HOLDING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
757
Accounts w/ balance
426
Plan assets (EOY)
$27.1M
Net assets (EOY)
$27.1M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GMI HOLDING, INC..
Plan sponsor
Name
GMI HOLDING, INC.
EIN
57-1125201
Address
104 MAXWELL AVENUE · THE GREENWOOD BUILDING, 4TH FLOOR · GREENWOOD, SC · 29646
Phone
(864) 538-4992
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RESJ, P.C.
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 | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGANSTANLEY | 26-4310632 | — | INVESTMENT ADVISOR | $38K | — |
Investments
20 direct securities · 1 pooled fund· $27.1M(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
$26.3M
20 holdings
Common Collective Trust
$792K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2025 Fund - | — | — | — | $4.0M | 14.8% | |
| T. Rowe Price Retirement 2020 Fund - | — | — | — | $3.3M | 12.2% | |
| JPMorgan Large Cap Growth Fund I - | — | — | — | $3.0M | 11.0% | |
| T. Rowe Price Retirement Balanced Fund - | — | — | — | $2.1M | 7.9% | |
| Vanguard Total Stock Market Index Fund Admiral Shares - | — | — | — | $2.0M | 7.3% | |
| T. Rowe Price Retirement 2030 Fund - | — | — | — | $1.9M | 7.2% | |
| T. Rowe Price Retirement 2040 Fund - | — | — | — | $1.7M | 6.4% | |
| PGIM Total Return Bond Fund - Class Z - | — | — | — | $1.4M | 5.2% | |
| T. Rowe Price Retirement 2035 Fund - | — | — | — | $1.2M | 4.4% | |
| T. Rowe Price Retirement 2045 Fund - | — | — | — | $1.0M | 3.8% | |
| T. Rowe Price Retirement 2050 Fund - | — | — | — | $912K | 3.4% | |
| T. Rowe Price Retirement 2055 Fund - | — | — | — | $806K | 3.0% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $792K | 2.9% | |
| Tweedy, Browne International Value Fund - | — | — | — | $556K | 2.1% | |
| Touchstone Mid Cap Fund Institutional - | — | — | — | $516K | 1.9% | |
| Neuberger Berman Intrinsic Value Fund Class I - | — | — | — | $513K | 1.9% | |
| Columbia Dividend Income Fund Institutional 3 Class - | — | — | — | $426K | 1.6% | |
| T. Rowe Price Retirement 2060 Fund - | — | — | — | $388K | 1.4% | |
| Cohen & Steers Global Realty Shares, Inc. Class I - | — | — | — | $186K | 0.7% | |
| American Funds New World Fund® Class R-6 - | — | — | — | $124K | 0.5% | |
| PIMCO Real Return Fund Institutional Class - | — | — | — | $123K | 0.5% |
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