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Original filing (PDF)20251016003303NAL0005790513001
KSB GIW, INC.
Form 5500
FILING_RECEIVED
KSB GIW, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
570
Accounts w/ balance
677
Plan assets (EOY)
$75.0M
Net assets (EOY)
$75.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 KSB GIW, INC..
Plan sponsor
Name
KSB GIW, INC.
EIN
58-0912699
Address
5000 WRIGHTSBORO RD. · GROVETOWN, GA · 30813
Phone
(706) 434-0531
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
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
ELLIOTT DAVIS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $111K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
Investments
27 direct securities · 1 pooled fund· $69.5M(93% 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.
Registered Investment Companies
$64.0M
27 holdings
Common Collective Trust
$5.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $9.7M | 12.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $9.3M | 12.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $9.2M | 12.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $7.9M | 10.5% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $5.7M | 7.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $5.5M | 7.3% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $3.6M | 4.8% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $2.6M | 3.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $2.5M | 3.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $2.0M | 2.7% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $2.0M | 2.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1.8M | 2.5% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $1.2M | 1.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.0M | 1.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $947K | 1.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $658K | 0.9% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $580K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $515K | 0.7% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $462K | 0.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $414K | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $395K | 0.5% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $326K | 0.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $324K | 0.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $297K | 0.4% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $180K | 0.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $149K | 0.2% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $85K | 0.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $72K | <0.1% |
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