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Original filing (PDF)20251014212131NAL0001817587001
GO MACRO, LLC
Form 5500
FILING_RECEIVED
GO MACRO 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
245
Accounts w/ balance
461
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GO MACRO, LLC.
Plan sponsor
Name
GO MACRO, LLC
EIN
75-3149015
Address
415 SOUTH WAGONER STREET · VIOLA, WI · 54664
Phone
(608) 627-2310
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS | — | CHICAGO, IL | NONE | $23K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $5K | — |
Investments
21 direct securities· $5.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $951K | 17.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $713K | 12.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $655K | 11.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $571K | 10.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $537K | 9.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $451K | 8.2% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $435K | 7.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $423K | 7.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $170K | 3.1% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 294 Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $139K | 2.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $128K | 2.3% | |
| Fidelity Advisor New Insights Z Fidelity 0 | — | — | — | $86K | 1.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 713 Fidelity Adv Balanced Z Fidelity 0 | — | — | — | $77K | 1.4% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $52K | 0.9% | |
| Voya Intermediate Bond R6 Voya 0 302 Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $41K | 0.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $39K | 0.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $22K | 0.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $7K | 0.1% | |
| Principal SmallCap Value II R6 Principal 0 | — | — | — | $4K | <0.1% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $4K | <0.1% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $4K | <0.1% |