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Original filing (PDF)20250911172905NAL0000370867001
G3 ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
G3 ENTERPRISES, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
773
Accounts w/ balance
1,056
Plan assets (EOY)
$138.1M
Net assets (EOY)
$138.1M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G3 ENTERPRISES, INC..
Plan sponsor
Name
G3 ENTERPRISES, INC.
EIN
94-1081077
Address
502 E. WHITMORE AVE · MODESTO, CA · 95358
Phone
(209) 341-4859
Industry
Transportation & Warehousingsee all
Plan administrator
Name
G3 ENTERPRISES, INC. RETIREMENT PLAN COMMITTEE
EIN
94-2740767
City
MODESTO, CA
Phone
(209) 341-4859
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
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)
Audit & trust (Schedule H)
Auditor
BARBICH HOOPER KING DILL HOFFMANLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $86K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $52K | — |
Investments
24 direct securities · 1 pooled fund· $263.3M(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.
Master Trust
$131.6M
1 holding
Uncategorized
$131.6M
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| E. & J. GALLO WINERY MASTER TRUST E. & J. GALLO WINERY · EIN 73-1649476 / PN 001 | Master Trust | — | — | $131.6M | 95.3% | |
| Instl 500 Index Trust | — | — | — | $28.8M | 20.9% | |
| Vanguard Tgt Retire 2045 Tr I | — | — | — | $9.9M | 7.2% | |
| Vanguard Tgt Retire 2050 Tr I | — | — | — | $9.7M | 7.1% | |
| Galliard Stable Value Fund | — | — | — | $8.1M | 5.9% | |
| Vanguard Tgt Retire 2035 Tr I | — | — | — | $7.8M | 5.6% | |
| Vanguard Tgt Retire 2040 Tr I | — | — | — | $6.9M | 5.0% | |
| Vanguard Tgt Retire 2055 Tr I | — | — | — | $6.5M | 4.7% | |
| Instl Ext Market Idx Tr | — | — | — | $6.3M | 4.6% | |
| Vanguard Tgt Retire 2030 Tr I | — | — | — | $5.9M | 4.3% | |
| Inst Tot Intl St Mt Ix Tr | — | — | — | $5.9M | 4.3% | |
| Inst Tot Bd Mkt Ix Tr | — | — | — | $5.8M | 4.2% | |
| Vanguard PRIMECAP Adm | — | — | — | $5.5M | 4.0% | |
| Vanguard Tgt Retire 2025 Tr I | — | — | — | $5.4M | 3.9% | |
| EtnVncAtlntaCpitalSMIDCap | — | — | — | $4.0M | 2.9% | |
| Vanguard Tgt Retire 2060 Tr I | — | — | — | $3.1M | 2.3% | |
| Fidelity FIAMCorePlusCITJ | — | — | — | $3.0M | 2.2% | |
| Vanguard Tgt Retire 2020 Tr I | — | — | — | $2.1M | 1.5% | |
| Vanguard Tgt Retire Inc Tr I | — | — | — | $2.0M | 1.5% | |
| TRP Inst Large Cap Value | — | — | — | $1.6M | 1.2% | |
| Causeway Intl Val Eq CIT2 | — | — | — | $1.4M | 1.0% | |
| Amer Funds EuroPacific Gr | — | — | — | $975K | 0.7% | |
| Vanguard Tgt Retire 2065 Tr I | — | — | — | $724K | 0.5% | |
| Vanguard Cash Res Fed MM Adm | — | — | — | $64K | <0.1% | |
| Vanguard Tgt Retire 2070 Tr I | — | — | — | $49K | <0.1% |
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