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Original filing (PDF)20251015133614NAL0002374611001
GLOBAL STEERING SYSTEMS, LLC
Form 5500
FILING_RECEIVED
GLOBAL STEERING SYSTEMS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
242
Accounts w/ balance
167
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 73 bps in Schedule C fees — modestly above peer band of 52 bps.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL STEERING SYSTEMS, LLC.
Plan sponsor
Name
GLOBAL STEERING SYSTEMS, LLC
EIN
80-0367626
Address
156 PARK ROAD · WATERTOWN, CT · 06795
Phone
(860) 595-7733
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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
WILLIAM VAUGHAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $29K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
35 direct securities· $9.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2030 - I | — | — | — | $1.4M | 15.6% | |
| iShares S&P 500 Index K | — | — | — | $917K | 10.2% | |
| T Rowe Price Retirement 2020 - I | — | — | — | $706K | 7.9% | |
| T Rowe Price Retirement 2040 - I | — | — | — | $598K | 6.7% | |
| Empower Key Guaranteed Portfolio Fund | — | — | — | $547K | 6.1% | |
| Janus Henderson Balanced N | — | — | — | $541K | 6.0% | |
| Invesco Global R6 | — | — | — | $459K | 5.1% | |
| Putnam Large Cap Growth R6 | — | — | — | $453K | 5.0% | |
| Allspring Core Plus Bond R6 | — | — | — | $335K | 3.7% | |
| Putnam Large Cap Value R6 | — | — | — | $273K | 3.0% | |
| Hartford Balanced Income R6 | — | — | — | $260K | 2.9% | |
| T Rowe Price Retirement 2055 - I | — | — | — | $259K | 2.9% | |
| Participant loans Interest rates range from 5.25% to 10.50% - | — | — | — | $244K | 2.7% | |
| Janus Henderson Triton N | — | — | — | $192K | 2.1% | |
| iShares U.S. Aggregate Bond Index K | — | — | — | $172K | 1.9% | |
| American Funds Europacific GR R6 | — | — | — | $171K | 1.9% | |
| T Rowe Price Retirement 2045 - I | — | — | — | $144K | 1.6% | |
| Blackrock Mid-Cap Growth Equity K | — | — | — | $138K | 1.5% | |
| T Rowe Price Retirement 2035 - I | — | — | — | $135K | 1.5% | |
| Victory Sycamore Established Value R | — | — | — | $132K | 1.5% | |
| iShares Russell 2000 Small-Cap Index K | — | — | — | $130K | 1.4% | |
| PIMCO Income Fund - Institutional Class | — | — | — | $107K | 1.2% | |
| iShares Russell Mid-Cap Index K | — | — | — | $102K | 1.1% | |
| T Rowe Price Retirement 2025 - I | — | — | — | $100K | 1.1% | |
| T Rowe Price Retirement 2060 - I | — | — | — | $87K | 1.0% | |
| Allspring Special Small Cap Value R6 | — | — | — | $86K | 1.0% | |
| iShares MSCI EAFE International Index K | — | — | — | $67K | 0.7% | |
| American Funds Fundamental Investors R6 | — | — | — | $59K | 0.7% | |
| Putnam Dynamic Asset Alloc Grth R | — | — | — | $44K | 0.5% | |
| T Rowe Price Retirement 2050 - I | — | — | — | $41K | 0.5% | |
| Brandywineglobal - Global Opps Bond IS | — | — | — | $27K | 0.3% | |
| Cohen & Steers Real Estate Securities Z | — | — | — | $18K | 0.2% | |
| Victory Trivalent International SM-CP I | — | — | — | $12K | 0.1% | |
| Lord Abbett High Yield FD - R6 | — | — | — | $5K | <0.1% | |
| Hartford International Opportunities R6 | — | — | — | $5K | <0.1% |
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