Original filing (PDF)20250818183436NAL0002609104001

GIERLICH-MITCHELL, INC.

Name: GIERLICH-MITCHELL, INC. — GIERLICH-MITCHELL, INC. MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: GIERLICH-MITCHELL, INC.

Form 5500-SF

FILING_RECEIVED

GIERLICH-MITCHELL, INC. MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GIERLICH-MITCHELL, INC..

Plan sponsor

Name

GIERLICH-MITCHELL, INC.

EIN

95-3080871

Address

179 NIBLICK ROAD # 120 · PASO ROBLES, CA · 93446

Phone

(714) 236-6070

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-04-30

Filed

2025-08-18

Pension benefit codes

2C · Money purchase (other than target benefit)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

DP WORLD AMERICAS RO, INC.

DP WORLD AMERICAS RO, INC. 401(K) PLAN

INTERNATIONAL LONGSHOREMENS ASSOCIATION LOCAL 1922 HEALTH AND

ILA LOCALS 1922-1/2062 HEALTH AND WELFARE FUND

BOUCHARD TRANSPORTATION CO., INC.

BOUCHARD TRANSPORTATION CO., INC. MANAGEMENT 401K PLAN AND TRUST

PACIFIC MARITIME ASSOCIATION

THE PACIFIC MARITIME ASSOCIATION COVID-19 SICK LEAVE PLAN

SLACK WATER MARINE

SLACK WATER MARINE GFB BENEFIT PLAN