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Original filing (PDF)20251006190916NAL0009793778001
GPS INSIGHT, INC.
Form 5500
FILING_RECEIVED
GPS INSIGHT 401(K) PLAN
401(k) retirement plan
Active participants
188
Accounts w/ balance
230
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 68% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GPS INSIGHT, INC..
Plan sponsor
Name
GPS INSIGHT, INC.
EIN
01-0662402
Address
7201 E. HENKEL WAY · SUITE 400 · SCOTTSDALE, AZ · 85255
Phone
(866) 477-4321
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
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 | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | — | ADVISOR | $32K | — |
Investments
26 direct securities · 1 pooled fund· $14.3M(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.
Uncategorized
$14.0M
26 holdings
Common Collective Trust
$215K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $2.3M | 16.4% | |
| Fidelity Management Trust Company Freedom 2040 Fund Class K6 | — | — | — | $2.0M | 13.8% | |
| Fidelity Management Trust Company Freedom 2050 Fund Class K6 | — | — | — | $1.6M | 11.5% | |
| Fidelity Management Trust Company Freedom 2035 Fund Class K6 | — | — | — | $1.4M | 9.7% | |
| Fidelity Management Trust Company Freedom 2055 Fund Class K6 | — | — | — | $1.1M | 7.5% | |
| Fidelity Management Trust Company Freedom 2045 Fund Class K6 | — | — | — | $1.0M | 7.0% | |
| JP Morgan Large Cap Growth Fund Class R6 | — | — | — | $930K | 6.5% | |
| Fidelity Management Trust Company Governmental Money Market 161 * Fidelity Management Trust Company Mid Cap Index Fund | — | — | — | $573K | 4.0% | |
| Columbia Dividend Income Fund Class I3 | — | — | — | $413K | 2.9% | |
| Fidelity Management Trust Company Freedom 2060 Fund Class K6 | — | — | — | $348K | 2.4% | |
| Fidelity Management Trust Company Freedom 2030 Fund Class K6 | — | — | — | $344K | 2.4% | |
| Fidelity Management Trust Company Small Cap Index Fund | — | — | — | $238K | 1.7% | |
| Victory Sycamore Small Company Opportunity Fund Class R6 | — | — | — | $223K | 1.6% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $215K | 1.5% | |
| Fidelity Management Trust Company Freedom 2065 Fund Class K6 | — | — | — | $213K | 1.5% | |
| Fidelity Management Trust Company International Index Fund | — | — | — | $188K | 1.3% | |
| Fidelity Management Trust Company Small Cap Growth Fund Class Z | — | — | — | $149K | 1.0% | |
| Fidelity Management Trust Company Freedom 2010 Fund Class K6 889 * Fidelity Management Trust Company Freedom 2020 Fund Class K6 | — | — | — | $146K | 1.0% | |
| Fidelity Management Trust Company Freedom 2025 Fund Class K6 | — | — | — | $144K | 1.0% | |
| PGIM Total Return Bond Fund R6 | — | — | — | $135K | 0.9% | |
| Hartford International Opportunities Fund Class R6 | — | — | — | $127K | 0.9% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $126K | 0.9% | |
| Cohen & Steers Capital Management, Inc. Cohen & Steers Realty Shares | — | — | — | $120K | 0.8% | |
| Victory Sycamore Established Value Fund Class R6 | — | — | — | $106K | 0.7% | |
| Columbia Emerging Markets Fund Class I3 | — | — | — | $52K | 0.4% | |
| Franklink High Income R6 | — | — | — | $37K | 0.3% | |
| Fidelity Management Trust Company Freedom Income K6 | — | — | — | $3K | <0.1% |