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Original filing (PDF)20260113181055NAL0019516784001
THE G.B. GROUP, INC.
Form 5500
FILING_RECEIVED
THE GB GROUP INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
21 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 (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE G.B. GROUP, INC..
Plan sponsor
Name
THE G.B. GROUP, INC.
EIN
77-0325922
Address
780 JARVIS DRIVE, SUITE 100 · MORGAN HILLS, CA · 95037
Phone
(408) 848-8118
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CUTTONE & MASTRO, CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $936 | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES | 43-0345811 | — | RIA | $16K | — |
| WILSHIRE ASSOCIATES | 95-2755361 | — | RIA | $910 | — |
Investments
21 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STATE STREET TARGET RET 2020 JOHN HANCOCK LIFE INSURANAC EO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RET 2025 JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RET 2030 JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RET 2035 JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RET 2040 JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RET 2045 JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RET 2050 JOHN HANCOCK LIFE INSURANCE C · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RET 2055 JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| STATE STREET TARGET RET 2060 JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| MFS BLENDED RESEARCH CORE EQ JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| PGIM JENNISON SMALL COMPANY JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| TIAA-CREF SMALL-CAP BLEND INDEX JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| NEW OPPORTUNITIES FUND JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| MFS MID CAP GROWTH FUND JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| JP MORGAN LARGE CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS AMCAP FUND JOHN HANCOCK LIFE INSURANCE CO. · EIN 93-6274329 / PN 001 | Pooled Separate Account | $0 | — |
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