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Sponsor portfolio

GB SALES & SERVICE, INC.

EIN 38-2101721-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
2
$15.3M assets
Welfare
1
$452K premiums
Participants
724
6865 COMMERCE BLVD - CANTON, MI 48187734-455-5150
Plans on this EIN
3 filings
#001401k-$15.1M - 337 part#002401k-$204K - 7 part#511Mixed-$452K - 863 lives

Retirement portfolio analytics

2 plans aggregated / $15.3M assets / 344 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • INC. EMPLOYEES 401(K) (#001)99%
  • UNION EMPLOYEES 401(K) (#002)1%
Total $15.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • JPMORGAN INVEST HOLDINGS LLC99%
  • (Not disclosed)1%
Total $15.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEES 401(K) (#001)337
  • UNION EMPLOYEES 401(K) (#002)7
Total 344Click row to drill in

Benefits portfolio analytics

1 plan / $452K premiums / 863 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$255K
  • Life$227K
  • Short-term disability$227K
  • Long-term disability$227K
  • Dental$159K
  • Vision$37K
Total $452K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY50%
  • METROPOLITAN LIFE INSURANCE COMPANY35%
  • VISION SERVICE PLAN8%
  • AFLAC5%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $452K5 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • GALLAGHER BENEFIT SERVICES, INC.61%
  • JAMES R NELLIGAN & ASSOCIATES LLC35%
  • GABRIEL G TORREZ3%
  • TRACY KATZ LLC1%
  • SHAUN M KLUG0%
  • +3 more
Total $68K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GB SALES & SERVICE, INC. EMPLOYEES 401(K) PLAN

401k

Assets$15.1M
Participants337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GB SALES & SERVICE, INC. UNION EMPLOYEES 401(K) PLAN

401k

Assets$204K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

GB SALES & SERVICES, INC. DBA FRAZA FORKLIFTS FLEXIBLE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$452K
Covered lives863
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GB SALES & SERVICE, INC. EMPLOYEES 401(K) PLAN401k$15.1M3372024
002GB SALES & SERVICE, INC. UNION EMPLOYEES 401(K) PLAN401k$204K72025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511GB SALES & SERVICES, INC. DBA FRAZA FORKLIFTS FLEXIBLE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$452K8632025
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