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Original filing (PDF)20251015140259NAL0006511328001
GLC BUSINESS SERVICES LLC
Form 5500
FILING_RECEIVED
GLC BUSINESS SERVICES LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~114 bps in Sched C fees
Active participants
135
Accounts w/ balance
158
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 114 bps in Schedule C fees — 118% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLC BUSINESS SERVICES LLC.
Plan sponsor
Name
GLC BUSINESS SERVICES LLC
EIN
84-4047645
Address
28 PRINCE STREET · ROCHESTER, NY · 14607
Phone
(585) 258-3910
Industry
Admin Support & Waste Mgmtsee 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
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)
Audit & trust (Schedule H)
Auditor
THE BONADIO GROUP
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 | $22K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
Investments
29 direct securities · 1 pooled fund· $2.4M(97% 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
$2.3M
29 holdings
Common Collective Trust
$110K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $570K | 23.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $335K | 13.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $314K | 12.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $235K | 9.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $225K | 9.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $154K | 6.2% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $110K | 4.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $106K | 4.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $80K | 3.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $63K | 2.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $62K | 2.5% | |
| FIDELITY ADVISOR TOTAL BOND I | Registered Investment Companies | — | — | $38K | 1.5% | |
| FEDERATED HERMES INSTL HIYD BD 586 REGISTERED INVESTMENT COMPANY AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $17K | 0.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $13K | 0.5% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $13K | 0.5% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $10K | 0.4% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $9K | 0.4% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $8K | 0.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $8K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $7K | 0.3% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $7K | 0.3% | |
| DODGE & COX GLOBAL STOCK I | Registered Investment Companies | — | — | $4K | 0.2% | |
| BLK STRATEGIC INC OPP PRT INST | Registered Investment Companies | — | — | $3K | 0.1% | |
| VANGUARD LONG TERM INV GR ADM | Registered Investment Companies | — | — | $3K | 0.1% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| BLK TECH OPPS I | Registered Investment Companies | — | — | $2K | <0.1% | |
| WASATCH SMALL CAP GROWTH INV | Registered Investment Companies | — | — | $2K | <0.1% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| JOHN HANCOCK DIS VAL MID CAP I | Registered Investment Companies | — | — | $2K | <0.1% | |
| TOUCHSTONE MID CAP GROWTH Y | Registered Investment Companies | — | — | $1K | <0.1% |
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