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Original filing (PDF)20251015091428NAL0005632160001
GLOSTER FOREST PRODUCTS, LLC
Form 5500
FILING_RECEIVED
GLOSTER FOREST PRODUCTS 401(K) PLAN
401(k) retirement plan
Signals · 2
33% in single holdingNo recordkeeper disclosed
Active participants
113
Accounts w/ balance
113
Plan assets (EOY)
$268K
Net assets (EOY)
$268K
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
83
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Funds 2050 Target Date Retirement R6 4,067.827 shares" is 33% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOSTER FOREST PRODUCTS, LLC.
Plan sponsor
Name
GLOSTER FOREST PRODUCTS, LLC
EIN
88-2467206
Address
1300 MEADOWBROOK ROAD · SUITE 202 · JACKSON, MS · 39211
Phone
(601) 982-8728
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
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
HORNE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
11 direct securities· $255K(95% of reported assets)
Uncategorized
$230K
10 holdings
Mutual Funds
$25K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Retirement R6 4,067.827 shares | — | — | $4K | $85K | 31.7% | |
| American Funds 2040 Target Date Retirement R6 2,264.407 shares | — | — | $2K | $47K | 17.4% | |
| Fidelity 500 Index Fund 175.619 shares | — | — | — | $36K | 13.4% | |
| American Funds 2030 Target Date Retirement R6 1,437.714 shares | Mutual Funds | — | $1K | $25K | 9.3% | |
| American Funds 2060 Target Date Retirement R6 1,250.687 shares | — | — | $1K | $22K | 8.4% | |
| Vanguard Growth Index ADM 48.5 shares | — | — | — | $10K | 3.8% | |
| Fidelity Extended MKT Index Fund 92.636 shares | — | — | — | $8K | 3.1% | |
| Fidelity Total Market Index Fund 49.894 shares | — | — | — | $8K | 3.0% | |
| Vanguard Small Cap Index ADM 52.303 shares | — | — | — | $6K | 2.2% | |
| Fidelity Inter Index Fund 109.814 shares | — | — | — | $5K | 1.9% | |
| Vanguard Total World STK Index Admiral 54.461 shares | — | — | — | $2K | 0.8% |
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