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Original filing (PDF)20251008111105NAL0005453537001
GRENZEBACH CORPORATION
Form 5500
FILING_RECEIVED
GRENZEBACH NORTH AMERICA 401(K) PLAN
401(k) retirement plan
Active participants
255
Accounts w/ balance
294
Plan assets (EOY)
$25.8M
Net assets (EOY)
$25.8M
How this plan invests
This plan
6 pooled trusts
Schedule D
47 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 GRENZEBACH CORPORATION.
Plan sponsor
Name
GRENZEBACH CORPORATION
EIN
93-0909185
Address
10 HERRING RD · NEWNAN, GA · 30265
Phone
(770) 254-3853
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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2S · Automatic enrollment
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RESJ P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $49K | — |
Investments
43 direct securities · 6 pooled funds· $25.8M(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.
Uncategorized
$19.3M
43 holdings
Common Collective Trust
$6.5M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $4.4M | 17.0% | |
| FIDELITY FID FDM IDX 2035 IPR - | — | — | — | $3.3M | 12.9% | |
| FIDELITY FID 500 INDEX - | — | — | — | $3.2M | 12.5% | |
| AMERICAN FUNDS AF NEW PERSPECT R6 - | — | — | — | $1.7M | 6.7% | |
| FIDELITY FID FDM IDX 2025 IPR - | — | — | — | $1.2M | 4.5% | |
| FIDELITY FID FDM IDX 2030 IPR - | — | — | — | $1.1M | 4.1% | |
| FIDELITY FID FDM IDX 2040 IPR - | — | — | — | $1.0M | 3.9% | |
| FIDELITY FID SM CAP IDX - | — | — | — | $974K | 3.8% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $970K | 3.8% | |
| FIDELITY FID GROWTH STRAT K6 - | — | — | — | $946K | 3.7% | |
| LARGE CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $916K | 3.5% | |
| FIDELITY FID FDM IDX 2045 IPR - | — | — | — | $616K | 2.4% | |
| AMERICAN CENTURY AM CENT SM CAP GR R6 - | — | — | — | $544K | 2.1% | |
| MFS FUNDS MFS MID CAP VALUE R6 - | — | — | — | $451K | 1.7% | |
| FIDELITY FID GLB EX US IDX - | — | — | — | $431K | 1.7% | |
| FIDELITY FID FDM IDX 2055 IPR - | — | — | — | $405K | 1.6% | |
| FIDELITY FID FDM IDX 2050 IPR - | — | — | — | $389K | 1.5% | |
| PIMCO INCOME INST - | — | — | — | $366K | 1.4% | |
| AMERICAN FUNDS AF BOND FD AMER R6 - | — | — | — | $347K | 1.3% | |
| BLACKROCK BLKRK EMERGING MKT K - | — | — | — | $298K | 1.2% | |
| FIDELITY FID FDM IDX 2070 IPR - 309 * NOTES RECEIVABLE FROM PARTICIPANTS INTEREST RATE 3.25% to 9.50% - | — | — | — | $296K | 1.1% | |
| AMERICAN FUNDS AF US GOVT SEC R6 - | — | — | — | $288K | 1.1% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $248K | 1.0% | |
| FIDELITY FID FDM IDX 2015 IPR - | — | — | — | $195K | 0.8% | |
| HARTFORD INTERNATIONAL HTFD INTL OPPS R6 - | — | — | — | $172K | 0.7% | |
| FIDELITY FID NATURAL RES - | — | — | — | $115K | 0.4% | |
| FIDELITY FID FDM IDX 2060 IPR - | — | — | — | $110K | 0.4% | |
| VANGUARD VANG INFO TEC IDX AD - | — | — | — | $108K | 0.4% | |
| FIDELITY FID SEL SOFTWARE - | — | — | — | $92K | 0.4% | |
| FIDELITY FID FDM IDX 2010 IPR - | — | — | — | $90K | 0.3% | |
| FIDELITY FID FDM IDX 2020 IPR - | — | — | — | $86K | 0.3% | |
| FIDELITY FID US BOND IDX - | — | — | — | $84K | 0.3% | |
| FIDELITY FID FDM IDX 2065 IPR - | — | — | — | $68K | 0.3% | |
| FIDELITY FID MID CAP IDX - | — | — | — | $55K | 0.2% | |
| JENNINSON NATURAL RESOURCES PGIM J NAT RSRCS R6 - | — | — | — | $46K | 0.2% | |
| JANUS HENDERSON J H GLB TECH INNV N - | — | — | — | $36K | 0.1% | |
| FIDELITY FID ST TR BD IDX - | — | — | — | $27K | 0.1% | |
| FIDELITY FID FDM IDX INC IPR - | — | — | — | $27K | 0.1% | |
| FIDELITY FID INTL INDEX - | — | — | — | $24K | <0.1% | |
| FIDELITY FID INFL PR BD IDX - | — | — | — | $20K | <0.1% | |
| FIDELITY FID GOVT MMKT K6 - | — | — | — | $17K | <0.1% | |
| FIRST EAGLE FIRST EAGLE GOLD R6 - | — | — | — | $16K | <0.1% | |
| NUVEEN NVN PFD SEC & INC I - | — | — | — | $12K | <0.1% | |
| DFREX DFA REAL EST SEC I - | — | — | — | $6K | <0.1% | |
| AMERICAN FUNDS AF CAP WORLD BOND R6 - | — | — | — | $5K | <0.1% | |
| BLACKROCK BR COMMODITY STRAT K - | — | — | — | $2K | <0.1% | |
| T. ROWE J PRICE TRP FINANCIAL SRVS I - | — | — | — | $2K | <0.1% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
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