How big is Zehrco-Giancola Composites, Inc.'s plan?

Zehrco-Giancola Composites, Inc.'s plan reported $12.2M in assets and 340 participants for 2024.

Original filing (PDF)20251002144701NAL0000373891001

Zehrco-Giancola Composites, Inc.

Name: Zehrco-Giancola Composites, Inc. — Zehrco-Giancola, Form 5500 (2024)
Creator: Zehrco-Giancola Composites, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Zehrco-Giancola Composites, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Zehrco-Giancola Composites, Inc.'s Zehrco-Giancola Composites, Inc. 401(k) Profit Sharing Plan held $12.2M in plan assets for 340 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

340

Accounts w/ balance

241

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

People on this filing

Rick Degeorge signed Zehrco-Giancola Composites, Inc.'s 2024 Form 5500 as plan administrator.

Rick Degeorge — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Zehrco-Giancola Composites, Inc.'s EIN is 75-3116035.

EIN 75-3116035

Plan number 001

Plan year 2024

ACK ID 20251002144701NAL0000373891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zehrco-Giancola Composites, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zehrco-Giancola Composites, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZEHRCO-GIANCOLA COMPOSITES, INC..

Finding similar companies…

How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

ZEHRCO-GIANCOLA COMPOSITES, INC.

EIN

all filings

Address

1501 WEST 47TH STREET · ASHTABULA, OH · 44004

Phone

(440) 994-6317

Industry

Manufacturing

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

2025-10-02

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERIPRISE FINANCIAL SERVICES INC	38-2722519	—	ADVISOR	$27K	—

Investments

38 direct securities· $9.4M(77% of reported assets)

Other securities

$8.5M

28 holdings

Mutual Funds

$621K

6 holdings

Common Collective Trusts

$226K

2 holdings

Common Stocks

$140K

2 holdings

					% of plan
FA Freedom 2025 Z Mutual Fund	Other securities	—	—	$1.6M	13.2%
Col Glb Tech Gr Adv Mutual Fund	Other securities	—	—	$1.5M	12.0%
FA Freedom 2030 Z Mutual Fund	Other securities	—	—	$1.3M	10.4%
FA Freedom 2040 Z Mutual Fund	Other securities	—	—	$1.0M	8.2%
FA Freedom 2045 Z Mutual Fund	Other securities	—	—	$673K	5.5%
FA Freedom 2020 Z Mutual Fund	Other securities	—	—	$649K	5.3%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$339K	2.8%
FA Freedom 2050 Z Mutual Fund	Other securities	—	—	$315K	2.6%
TR Price Blud Chip Growth Adv Mutual Fund	Other securities	—	—	$213K	1.7%
FA Freedom 2015 Z Mutual Fund	Other securities	—	—	$198K	1.6%
FA New Insights I Mutual Fund	Other securities	—	—	$179K	1.5%
FA Freedom 2055 Z Mutual Fund	Other securities	—	—	$177K	1.5%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$169K	1.4%
Fid Govt Money Market DM Mutual Fund	Mutual Funds	—	—	$162K	1.3%
PIM High Yield Inst Mutual Fund	Other securities	—	—	$153K	1.3%
FA Freedom 2060 Z Mutual Fund	Other securities	—	—	$146K	1.2%
FA Freedom 2065 Z Mutual Fund	Other securities	—	—	$143K	1.2%
FA Corp Bond I Mutual Fund	Common Stocks	—	—	$116K	0.9%
FA Freedom 2010 Z Mutual Fund	Other securities	—	—	$103K	0.8%
Franklin Total Return R6 Mutual Fund	Mutual Funds	—	—	$92K	0.8%
Fidelity Extd Mkt Idx Mutual Fund	Common Collective Trusts	—	—	$57K	0.5%
FA Energy I Mutual Fund	Other securities	—	—	$39K	0.3%
FA Balanced I Mutual Fund	Other securities	—	—	$28K	0.2%
Calamos Global Opp I Mutual Fund	Other securities	—	—	$28K	0.2%
FA Freedom Inc Z Mutual Fund	Common Stocks	—	—	$25K	0.2%
Templeton Global Bond Adv Mutual Fund	Mutual Funds	—	—	$17K	0.1%
Fideltity Total Mkt Index Mutual Fund	Other securities	—	—	$16K	0.1%
Am Cent EQ Grth Inv Mutual Fund	Other securities	—	—	$16K	0.1%
FA Dividend Growth I Mutual Fund	Other securities	—	—	$12K	<0.1%
Franklin Sm Cap Grth Adv Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
Col Acorn USA Adv Mutual Fund	Other securities	—	—	$7K	<0.1%
FA Divers Intl L Mutual Fund	Other securities	—	—	$6K	<0.1%
Invs Global Y Mutual Fund	Other securities	—	—	$6K	<0.1%
Harbor MCV Inst Mutual Fund	Other securities	—	—	$4K	<0.1%
Col Dividend Opp I Mutual Fund	Other securities	—	—	$4K	<0.1%
PIM Low Dur Inst Mutual Fund	Other securities	—	—	$3K	<0.1%
PIMCO Short Term IS Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
JP Morgan Short Dur Bond I Mutual Fund	Other securities	—	—	$3K	<0.1%