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Original filing (PDF)20251014062656NAL0004813330001
GPMF HOLDINGS INC
Form 5500
FILING_RECEIVED
GPMF HOLDINGS 401K
401(k) retirement plan
Active participants
129
Accounts w/ balance
183
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GPMF HOLDINGS INC.
Plan sponsor
Name
GPMF HOLDINGS INC
EIN
82-3283600
Address
4 OPEN SQUARE WAY · HOLYOKE, MA · 01040
Phone
(413) 268-1600
Industry
Professional & Technical Servicessee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEYERS BROTHERS KALICKA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $22K | — |
Investments
34 direct securities · 1 pooled fund· $11.3M(98% of reported assets)
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.
Registered Investment Companies
$10.9M
34 holdings
Common Collective Trust
$370K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 12.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 10.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 10.1% | |
| NUVEEN LC GROWTH INDEX R6 | Registered Investment Companies | — | — | $1.1M | 9.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $921K | 8.0% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $746K | 6.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $712K | 6.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $620K | 5.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $491K | 4.3% | |
| FIDELITY ADV VALUE STRATEGY-I | Registered Investment Companies | — | — | $422K | 3.7% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $395K | 3.4% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $370K | 3.2% | |
| COLUMBIA SELIGMAN GLBL TECH I2 | Registered Investment Companies | — | — | $281K | 2.4% | |
| FULLERTHALER BEHAVE SMCP EQ R6 | Registered Investment Companies | — | — | $254K | 2.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $185K | 1.6% | |
| JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $178K | 1.6% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $159K | 1.4% | |
| BR HEALTH SCIENCES OPPS K | Registered Investment Companies | — | — | $78K | 0.7% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $71K | 0.6% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $70K | 0.6% | |
| JANUS HENDERSON BALANCED - N | Registered Investment Companies | — | — | $68K | 0.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $60K | 0.5% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $39K | 0.3% | |
| WASATCH CORE GROWTH INST | Registered Investment Companies | — | — | $39K | 0.3% | |
| MFS CORPORATE BOND R6 | Registered Investment Companies | — | — | $37K | 0.3% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $29K | 0.3% | |
| HTFD SCHRODERS INTL STOCK SDR | Registered Investment Companies | — | — | $27K | 0.2% | |
| MFS AGG GRTH ALLOC - R4 | Registered Investment Companies | — | — | $25K | 0.2% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $21K | 0.2% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $17K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $9K | <0.1% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| ALLSPRING GOVERNMENT SEC INST | Registered Investment Companies | — | — | $5K | <0.1% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $3K | <0.1% | |
| COL INCOME BUILDER INST 3 | Registered Investment Companies | — | — | $2K | <0.1% |
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