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Original filing (PDF)20250811090659NAL0006492563001
GILBANE INC.
Form 5500
FILING_RECEIVED
GILBANE 401(K) & RETIREMENT PLAN
401(k) retirement plan
Active participants
3,592
Accounts w/ balance
4,935
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GILBANE INC..
Plan sponsor
Name
GILBANE INC.
EIN
05-0147010
Address
7 JACKSON WALKWAY · PROVIDENCE, RI · 02903
Phone
(401) 456-5692
Industry
Constructionsee 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
2025-08-11
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KAHN, LITWIN, RENZA & CO., LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $370K | — |
| GYL FINANCIAL SYNERGIES, LLC | 81-3263476 | — | CONSULTANT | $100K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKE LORD | 74-1164324 | — | ATTORNEY/LEGAL | $48K | — |
Investments
28 direct securities · 2 pooled funds· $1.3B(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
$934.1M
27 holdings
Common Collective Trust
$298.5M
2 holdings
Mutual Funds
$35.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RETIREMENT DATE TR GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $289.4M | 28.9% | |
| Invesco S&P 500 Index Fund Class C | — | — | — | $132.9M | 13.3% | |
| T. Rowe Price Institutional Large Cap Growth Fund | — | — | — | $86.0M | 8.6% | |
| Guaranteed Insurance Contract ** Prudential Retirement Insurance and Annuity Company Prudential Guaranteed Deposit Fund | — | — | — | $60.0M | 6.0% | |
| American Funds Fundamental Investors Class R6 | — | — | — | $51.4M | 5.1% | |
| Hartford Dividend and Growth Fund Class Y | — | — | — | $51.2M | 5.1% | |
| American Century Retirement Date 2045 Trust XXIV Fund | — | — | — | $46.9M | 4.7% | |
| Fidelity Balanced Fund Class K | — | — | — | $45.8M | 4.6% | |
| Fidelity Extended Market Index Fund | — | — | — | $43.9M | 4.4% | |
| JPMorgan Core Plus Bond Fund Class R6 | — | — | — | $40.1M | 4.0% | |
| American Century Retirement Date 2030 Trust XXIV Fund | — | — | — | $39.0M | 3.9% | |
| American Century Retirement Date 2050 Trust XXIV Fund | — | — | — | $38.5M | 3.9% | |
| Franklin Small Cap Growth Fund Class R6 | — | — | — | $36.8M | 3.7% | |
| American Funds EuroPac Growth Fund Class R6 | Mutual Funds | — | — | $35.0M | 3.5% | |
| American Century Retirement Date 2040 Trust XXIV Fund | — | — | — | $34.9M | 3.5% | |
| American Century Retirement Date 2025 Trust XXIV Fund | — | — | — | $33.5M | 3.3% | |
| American Century Retirement Date 2055 Trust XXIV Fund | — | — | — | $30.9M | 3.1% | |
| American Century Retirement Date 2035 Trust XXIV Fund | — | — | — | $28.8M | 2.9% | |
| Fidelity Low Priced Stock Fund Class K | — | — | — | $26.4M | 2.6% | |
| Vanguard Small Cap Value Index Fund Institutional Shares | — | — | — | $20.3M | 2.0% | |
| Collective Trust Funds American Century Income Retirement Trust XXIV Fund | — | — | — | $18.8M | 1.9% | |
| American Century Retirement Date 2060 Trust XXIV Fund | — | — | — | $15.6M | 1.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $12.4M | 1.2% | |
| Invesco Developing Markets Y | — | — | — | $11.2M | 1.1% | |
| Common Collective Trust Fund * Fidelity MIP II Class I Fund | — | — | — | $9.1M | 0.9% | |
| FID MGD INC PORT II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $9.1M | 0.9% | |
| through December 2029, collateralized by participants' vested account balances | — | — | — | $7.0M | 0.7% | |
| Vanguard Intermediate Term Bond Index Fund Institutional Shares | — | — | — | $6.5M | 0.6% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $3.8M | 0.4% | |
| American Century Retirement Date 2065 Trust XXIV Fund | — | — | — | $2.4M | 0.2% |
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