Original filing (PDF)20241210074905NAL0006224803001

GERRESHEIMER PEACHTREE CITY, INC.

Name: GERRESHEIMER PEACHTREE CITY, INC. — GERRESHEIMER PEACHTREE CITY, INC. 401(K) PLAN, Form 5500 (2023)
Creator: GERRESHEIMER PEACHTREE CITY, INC.

Form 5500

FILING_RECEIVED

GERRESHEIMER PEACHTREE CITY, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.8 mo

Active participants

206

Accounts w/ balance

206

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

How this plan invests

This plan

9 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GERRESHEIMER PEACHTREE CITY, INC..

Plan sponsor

Name

GERRESHEIMER PEACHTREE CITY, INC.

EIN

58-2092793

Address

650 HIGHWAY 74 SOUTH · PEACHTREE CITY, GA · 30269

Phone

(770) 589-5690

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-12-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

HANCOKC ASKEW & CO., LLP

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO OF AME	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$36K	—
EMPOWER ADVISORY GROUP LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

9 pooled funds· $3.8M(55% 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.

			% of plan
PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261	Common Collective Trust	$811K	11.6%
PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268	Common Collective Trust	$623K	8.9%
PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259	Common Collective Trust	$562K	8.0%
PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262	Common Collective Trust	$441K	6.3%
PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268	Common Collective Trust	$415K	5.9%
PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260	Common Collective Trust	$414K	5.9%
PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273	Common Collective Trust	$212K	3.0%
PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258	Common Collective Trust	$181K	2.6%
PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272	Common Collective Trust	$162K	2.3%