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Original filing (PDF)20251010184006NAL0008093121001
GRAPHIC SOLUTIONS GROUP, INC
Form 5500
FILING_RECEIVED
GRAPHIC SOLUTIONS GROUP, INC 401(K) PLAN AND TRUST AGREEMENT
401(k) retirement plan
Signals · 2
43% in single holding43% employer stock
Active participants
289
Accounts w/ balance
290
Plan assets (EOY)
$28.1M
Net assets (EOY)
$28.1M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
53
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Graphic Solutions Group, Inc. common stock Common stock" is 43% of plan.
- 43% of plan in employer / sponsor stock.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAPHIC SOLUTIONS GROUP, INC.
Plan sponsor
Name
GRAPHIC SOLUTIONS GROUP, INC
EIN
75-1238018
Address
4601 SPRING VALLEY ROAD · DALLAS, TX · 75244
Phone
(214) 712-6200
Industry
Wholesale Tradesee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FOX, BYRD & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVIOSRS, LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $28K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS, INC. | 85-0402842 | ALBUQUERQUE, NM | CONTRACT ADMIN | $35 | — |
| ACTUARIAL SERVICES GROUP, INC. | 75-2800849 | ADDISON, TX | CONTRACT ADMIN | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
Investments
29 direct securities· $28.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Graphic Solutions Group, Inc. common stock Common stock | — | — | — | $12.1M | 43.0% | |
| American Funds American Balanced Fund Class R6 Registered investment company | — | — | — | $3.2M | 11.3% | |
| Fidelity 500 Index Registered investment company | — | — | — | $2.9M | 10.3% | |
| Fidelity Multi-Asset Index Registered investment company | — | — | — | $2.4M | 8.5% | |
| Vanguard Wellesley Income Fund Admiral Shares Registered investment company | — | — | — | $1.1M | 3.9% | |
| Key Guaranteed Portfolio Fund Guaranteed interest contract | — | — | — | $769K | 2.7% | |
| BlackRock LifePath Index 2035 K Registered investment company | — | — | — | $708K | 2.5% | |
| BlackRock LifePath Index 2050 K Registered investment company | — | — | — | $464K | 1.7% | |
| Fidelity Mid Cap Index Registered investment company | — | — | — | $443K | 1.6% | |
| Fidelity US Bond Index Registered investment company | — | — | — | $437K | 1.6% | |
| BlackRock LifePath Index 2040 K Registered investment company | — | — | — | $395K | 1.4% | |
| JP Morgan Large Cap Growth R6 Registered investment company | — | — | — | $350K | 1.2% | |
| JP Morgan Mid Cap Growth R6 Registered investment company | — | — | — | $342K | 1.2% | |
| BlackRock LifePath Index 2055 K Registered investment company | — | — | — | $337K | 1.2% | |
| American Funds New Perspective R6 Registered investment company | — | — | — | $313K | 1.1% | |
| Participant notes receivable 5.25% - 10.5% -0- | — | — | — | $293K | 1.0% | |
| BlackRock LifePath Index 2045 K Registered investment company | — | — | — | $250K | 0.9% | |
| BlackRock LifePath Index 2030 K Registered investment company | — | — | — | $243K | 0.9% | |
| BlackRock LifePath Index Retirement K Registered investment company | — | — | — | $178K | 0.6% | |
| American Funds American Mutual R6 Registered investment company | — | — | — | $157K | 0.6% | |
| BlackRock LifePath Index 2060 K Registered investment company | — | — | — | $138K | 0.5% | |
| DFA Emerging Markets I Registered investment company | — | — | — | $135K | 0.5% | |
| Principal Small Cap Fund R-6 Registered investment company | — | — | — | $97K | 0.3% | |
| BlackRock LifePath Index 2065 K Registered investment company | — | — | — | $77K | 0.3% | |
| First Eagle Global Fund Class 1 Registered investment company | — | — | — | $76K | 0.3% | |
| Vanguard International Growth Adm Registered investment company | — | — | — | $71K | 0.3% | |
| Vanguard Small Cap Growth Index Admiral Registered investment company | — | — | — | $64K | 0.2% | |
| PIMCO Real Return Fund Institutional Class Registered investment company | — | — | — | $60K | 0.2% | |
| PGIM Global Real Estate Fund Class R6 Registered investment company | — | — | — | $56K | 0.2% |
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