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Original filing (PDF)20251014084805NAL0001137299001
GA TELESIS, LLC
Form 5500
FILING_RECEIVED
GA TELESIS, LLC PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
463
Accounts w/ balance
472
Plan assets (EOY)
$22.7M
Net assets (EOY)
$22.7M
How this plan invests
This plan
31 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 GA TELESIS, LLC.
Plan sponsor
Name
GA TELESIS, LLC
EIN
04-3625920
Address
1850 NW 49TH STREET · FORT LAUDERDALE, FL · 33309
Phone
(954) 676-3111
Industry
Transportation & Warehousingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $27K | — |
| FIFTH THIRD BANK | — | CINCINNATI, OH | NONE | $25K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $238 | — |
Investments
31 direct securities· $22.6M(100% of reported assets)
Uncategorized
$19.5M
30 holdings
Mutual Funds
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * T ROWE PRICE RETIREMENT 2030 I CLASS | Mutual Funds | — | — | $3.1M | 13.6% | |
| Self-Directed Brokerage Accounts SCHWAB FUNDS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $3.1M | 13.6% | |
| T ROWE PRICE RETIREMENT 2040 I CLASS | — | — | — | $3.1M | 13.4% | |
| T ROWE PRICE RETIREMENT 2050 I CLASS | — | — | — | $2.7M | 11.9% | |
| T ROWE PRICE RETIREMENT 2035 I CLASS | — | — | — | $1.9M | 8.5% | |
| T ROWE PRICE RETIREMENT 2025 I CLASS | — | — | — | $1.9M | 8.4% | |
| T ROWE PRICE RETIREMENT 2045 I CLASS | — | — | — | $1.8M | 8.1% | |
| VANGUARD 500 INDEX ADMIRAL | — | — | — | $1.2M | 5.2% | |
| T ROWE PRICE RETIREMENT 2055 I CLASS | — | — | — | $964K | 4.2% | |
| T ROWE PRICE RETIREMENT 2060 I CLASS | — | — | — | $581K | 2.6% | |
| Participant Loans 5.25% to 10.50% - | — | — | — | $580K | 2.6% | |
| T ROWE PRICE T ROWE PRICE GOVERNMT MONEY I | — | — | — | $240K | 1.1% | |
| T ROWE PRICE RETIREMENT 2015 I CLASS | — | — | — | $226K | 1.0% | |
| T ROWE PRICE RETIREMENT 2065 I CLASS | — | — | — | $218K | 1.0% | |
| T ROWE PRICE RETIREMENT 2020 I CLASS | — | — | — | $194K | 0.9% | |
| VANGUARD MID-CAP IND- ADMIRAL | — | — | — | $153K | 0.7% | |
| HARBOR CAPITAL HARBOR CAPITAL APP RETIREMENT | — | — | — | $137K | 0.6% | |
| T ROWE PRICE RETIREMENT 2010 I CLASS | — | — | — | $93K | 0.4% | |
| AMERICAN FUND AMERICAN FUND BALANCED R6 | — | — | — | $67K | 0.3% | |
| VANGUARD TOTAL BOND INDEX ADM | — | — | — | $63K | 0.3% | |
| VANGUARD SMALL CAP INDEX, ADM | — | — | — | $57K | 0.3% | |
| VANGUARD REIT INDEX ADMIRAL | — | — | — | $56K | 0.2% | |
| DODGE & COX DODGE & COX INCOME X | — | — | — | $42K | 0.2% | |
| AMERICAN FUND AMERICAN FUNDS EUROPAC GRW R6 | — | — | — | $39K | 0.2% | |
| VANGUARD DVLPD MRKTS IND ADM | — | — | — | $26K | 0.1% | |
| MFS VALUE R6 | — | — | — | $23K | <0.1% | |
| PRINCIPAL SHORT TERM INCOME I | — | — | — | $13K | <0.1% | |
| ALLSPRING SPE SM CP VAL R6 | — | — | — | $7K | <0.1% | |
| INVESCO DEVELOPING MKTS R6 | — | — | — | $6K | <0.1% | |
| T ROWE PRICE MID-CAP GROWTH - I | — | — | — | $2K | <0.1% | |
| J HANCOCK J HANCOCK DISC VAL MID CAP | — | — | — | $1K | <0.1% |
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