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Original filing (PDF)20250731152044NAL0013616002001
GAINWELL ACQUISITION CORP.
Form 5500
FILING_RECEIVED
GAINWELL TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Active participants
11,437
Accounts w/ balance
12,246
Plan assets (EOY)
$691.3M
Net assets (EOY)
$691.3M
How this plan invests
This plan
15 pooled trusts
Schedule D
22 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
- 12 bps in Schedule C fees — 101% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GAINWELL ACQUISITION CORP..
Plan sponsor
Name
GAINWELL ACQUISITION CORP.
EIN
85-1850812
Address
355 LEDGELAWN DRIVE · CONWAY, AK · 72034
Phone
(612) 638-8320
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
2025-07-31
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $645K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $142K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS LLC | — | CHICAGO, IL | BROKER | $49K | — |
Investments
17 direct securities · 15 pooled funds· $1.1B(100% 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.
Common Collective Trust
$511.3M
15 holdings
Uncategorized
$464.0M
16 holdings
Mutual Funds
$81.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP STRUC RSRCH TR G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 010 | Common Collective Trust | — | — | $97.5M | 14.1% | |
| S * Fidelity® 500 Index Fund Mutual fund | Mutual Funds | — | — | $81.9M | 11.9% | |
| State Street Target Retirement 2030 Securities Lending Series Fund Class V Collective trust | — | — | — | $79.6M | 11.5% | |
| SS TRGT RET 2030 V STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $79.6M | 11.5% | |
| State Street Target Retirement 2035 Securities Lending Series Fund Class V Collective trust | — | — | — | $71.0M | 10.3% | |
| SS TRGT RET 2035 V STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $71.0M | 10.3% | |
| State Street Target Retirement 2040 Securities Lending Series Fund Class V Collective trust | — | — | — | $53.1M | 7.7% | |
| SS TRGT RET 2040 V STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $53.1M | 7.7% | |
| State Street Target Retirement 2025 Securities Lending Series Fund Class V Collective trust | — | — | — | $51.2M | 7.4% | |
| SS TRGT RET 2025 V STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $51.2M | 7.4% | |
| State Street Target Retirement 2045 Securities Lending Series Fund Class V Collective trust | — | — | — | $43.8M | 6.3% | |
| SS TRGT RET 2045 V STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $43.8M | 6.3% | |
| State Street Target Retirement 2050 Securities Lending Series Fund Class V Collective trust | — | — | — | $36.4M | 5.3% | |
| SS TRGT RET 2050 V STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $36.4M | 5.3% | |
| State Street Target Retirement 2055 Securities Lending Series Fund Class V Collective trust | — | — | — | $23.4M | 3.4% | |
| SS TRGT RET 2055 V STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $23.4M | 3.4% | |
| Vanguard Federal Money Market Fund Investor Shares Mutual fund | — | — | — | $22.5M | 3.2% | |
| State Street Target Retirement 2020 Securities Lending Series Fund Class V Collective trust | — | — | — | $15.4M | 2.2% | |
| SS TRGT RET 2020 V STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $15.4M | 2.2% | |
| Fidelity® Extended Market Index Fund Mutual fund | — | — | — | $14.7M | 2.1% | |
| (maturing through December 2039) | — | — | — | $12.1M | 1.7% | |
| AMG GW&K Small/Mid Cap Fund Class Z Mutual fund | — | — | — | $11.6M | 1.7% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $10.1M | 1.5% | |
| State Street Target Retirement 2060 Securities Lending Series Fund Class V Collective trust | — | — | — | $10.1M | 1.5% | |
| SS TRGT RET 2060 V STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $10.1M | 1.5% | |
| WT INTL OPPS 4 WELLINGTON TRUST COMPANY, NA · EIN 27-3649481 / PN 001 | Common Collective Trust | — | — | $9.9M | 1.4% | |
| Fidelity® Total International Index Fund Mutual fund | — | — | — | $9.3M | 1.4% | |
| Fidelity® U.S. Bond Index Fund Mutual fund | — | — | — | $7.0M | 1.0% | |
| SS TRGT RET INC V STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $5.2M | 0.8% | |
| State Street Target Retirement 2065 Securities Lending Series Fund Class V Collective trust | — | — | — | $3.0M | 0.4% | |
| SS TRGT RET 2065 V STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $3.0M | 0.4% | |
| PIF DVRSD RA CIT T1 PRINCIPAL TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.2% |
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