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Original filing (PDF)20250801091211NAL0003695571001
GILSANZ MURRAY STEFICEK LLP ENGINEERS AND ARCHITECTS
Form 5500
FILING_RECEIVED
GILSANZ MURRAY STEFICEK LLP ENGINEERS AND ARCHITECTS 401(K) PLAN
401(k) retirement plan
Active participants
110
Accounts w/ balance
129
Plan assets (EOY)
$42.2M
Net assets (EOY)
$42.2M
How this plan invests
This plan
18 pooled trusts
Schedule D
83 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
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GILSANZ MURRAY STEFICEK LLP ENGINEERS AND ARCHITECTS.
Plan sponsor
Name
GILSANZ MURRAY STEFICEK LLP ENGINEERS AND ARCHITECTS
EIN
13-3595619
Address
129 WEST 27TH STREET 5TH FLOOR · NEW YORK, NY · 10001
Phone
(212) 254-0030
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
2025-08-01
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST | — | ROSWELL, GA | OTHER | $48K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
68 direct securities · 18 pooled funds· $49.4M(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
$33.1M
68 holdings
Pooled Separate Account
$10.3M
4 holdings
Common Collective Trust
$6.0M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund " | — | — | — | $9.0M | 21.3% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $6.1M | 14.4% | |
| Empower Guaranteed Interest Fund Guaranteed insurance contract | — | — | — | $4.4M | 10.5% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $2.1M | 5.0% | |
| American Funds American Balanced Fund Mutual fund | — | — | — | $2.0M | 4.8% | |
| Capital Group Europacific Growth SA Variable annuity contract | — | — | — | $2.0M | 4.7% | |
| FUTUREFUNDS SERIES ACCT II OF GWLA EMPOWER LIFE & ANNUITY INSURANCE CO OF NEW YORK · EIN 93-1225432 / PN 001 | Pooled Separate Account | — | — | $2.0M | 4.7% | |
| American Funds Washington Mutual Investors Fund " | — | — | — | $1.7M | 3.9% | |
| Schwab Self-Directed Brokerage Accounts Self-directed brokerage accounts | — | — | — | $1.6M | 3.7% | |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund " | — | — | — | $1.5M | 3.6% | |
| FIDELITY FREEDOM BLEND 2025 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $1.3M | 3.1% | |
| Vanguard Mid-Cap Index Institutional Fund " | — | — | — | $1.1M | 2.7% | |
| T. Rowe Price Integrated US Small Growth Equity Fund " | — | — | — | $1.0M | 2.4% | |
| Vanguard Total International Stock Index Institutional Fund " | — | — | — | $975K | 2.3% | |
| FIDELITY FREEDOM BLEND 2045 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $862K | 2.0% | |
| Vanguard Small-Cap Index Institutional Fund " | — | — | — | $827K | 2.0% | |
| FIDELITY FREEDOM BLEND 2035 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $818K | 1.9% | |
| FIDELITY FREEDOM BLEND 2055 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $806K | 1.9% | |
| FIDELITY FREEDOM BLEND 2015 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $664K | 1.6% | |
| VICTORY SMALL CAP VALUE COLLECTV 75 THE VICTORY PORTFOLIOS · EIN 90-6420599 / PN 008 | Common Collective Trust | — | — | $645K | 1.5% | |
| Vanguard Total Bond Market Index Institutional Fund " | — | — | — | $564K | 1.3% | |
| NVIDIA Corp " | — | — | — | $549K | 1.3% | |
| Apple Inc " | — | — | — | $444K | 1.1% | |
| Amazon.com Inc " | — | — | — | $436K | 1.0% | |
| Microsoft Corp " | — | — | — | $429K | 1.0% | |
| Meta Platforms Inc " | — | — | — | $375K | 0.9% | |
| Broadcom Inc " | — | — | — | $342K | 0.8% | |
| FIDELITY FREEDOM BLEND 2020 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659717 / PN 089 | Common Collective Trust | — | — | $331K | 0.8% | |
| FIDELITY FREEDOM BLEND 2050 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $269K | 0.6% | |
| Netflix Inc " | — | — | — | $246K | 0.6% | |
| Tesla Inc " | — | — | — | $195K | 0.5% | |
| FIDELITY FREEDOM BLEND 2060 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $173K | 0.4% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $166K | 0.4% | |
| Vanguard FTSE Social Index I Fund " | — | — | — | $161K | 0.4% | |
| Mastercard Inc " | — | — | — | $156K | 0.4% | |
| Eli Lilly & Co " | — | — | — | $155K | 0.4% | |
| Alphabet Inc " | — | — | — | $123K | 0.3% | |
| Alphabet Inc " | — | — | — | $123K | 0.3% | |
| Costco Wholesale Corp " | — | — | — | $117K | 0.3% | |
| Walmart Inc " | — | — | — | $113K | 0.3% | |
| Visa Inc " | — | — | — | $112K | 0.3% | |
| Walt Disney Co/The " | — | — | — | $105K | 0.2% | |
| ServiceNow Inc " | — | — | — | $103K | 0.2% | |
| Boeing Co/The " | — | — | — | $100K | 0.2% | |
| Cadence Design Systems Inc " | — | — | — | $95K | 0.2% | |
| Crowdstrike Holdings Inc " | — | — | — | $91K | 0.2% | |
| Nuveen Real Estate Securities Fund " | — | — | — | $88K | 0.2% | |
| Vertex Pharmaceuticals Inc " | — | — | — | $85K | 0.2% | |
| Novo Nordisk A/S " | — | — | — | $80K | 0.2% | |
| Salesforce Inc " | — | — | — | $77K | 0.2% | |
| Uber Technologies Inc " | — | — | — | $71K | 0.2% | |
| Trade Desk Inc/The " | — | — | — | $67K | 0.2% | |
| O'Reilly Automotive Inc " | — | — | — | $66K | 0.2% | |
| Intuitive Surgical Inc " | — | — | — | $65K | 0.2% | |
| Progressive Corp/The " | — | — | — | $64K | 0.2% | |
| FIDELITY FREEDOM BLEND 2040 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $62K | 0.1% | |
| Hilton Worldwide Holdings Inc " | — | — | — | $61K | 0.1% | |
| FIDELITY FREEDOM BLEND 2065 COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $61K | 0.1% | |
| Airbnb Inc " | — | — | — | $61K | 0.1% | |
| Moody's Corp " | — | — | — | $57K | 0.1% | |
| Advanced Micro Devices Inc " | — | — | — | $56K | 0.1% | |
| Eaton Corp PLC " | — | — | — | $56K | 0.1% | |
| Datadog Inc " | — | — | — | $53K | 0.1% | |
| General Electric Co " | — | — | — | $53K | 0.1% | |
| MercadoLibre Inc " | — | — | — | $50K | 0.1% | |
| Adidas AG Common stock | — | — | — | $50K | 0.1% | |
| Vertiv Holdings Co " | — | — | — | $49K | 0.1% | |
| Snowflake Inc " | — | — | — | $48K | 0.1% | |
| Adobe Inc " | — | — | — | $42K | <0.1% | |
| Home Depot Inc/The " | — | — | — | $42K | <0.1% | |
| Spotify Technology SA " | — | — | — | $41K | <0.1% | |
| TJX Cos Inc/The " | — | — | — | $41K | <0.1% | |
| Palo Alto Networks Inc " | — | — | — | $39K | <0.1% | |
| AstraZeneca PLC " | — | — | — | $37K | <0.1% | |
| Dexcom Inc " | — | — | — | $36K | <0.1% | |
| Marriott International Inc/MD " | — | — | — | $35K | <0.1% | |
| Edwards Lifesciences Corp " | — | — | — | $31K | <0.1% | |
| Analog Devices Inc " | — | — | — | $31K | <0.1% | |
| Goldman Sachs Group Inc/The " | — | — | — | $29K | <0.1% | |
| Industria de Diseno Textil SA " | — | — | — | $26K | <0.1% | |
| AppLovin Corp " | — | — | — | $26K | <0.1% | |
| FIDELITY FREEDOM BLEND INCM COMMING FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 000 | Common Collective Trust | — | — | $21K | <0.1% | |
| Flutter Entertainment PLC " | — | — | — | $18K | <0.1% | |
| Cash & Cash Equivalents Interest bearing cash | — | — | — | $15K | <0.1% | |
| FIDELITY FREEDOM BLEND 2030 COMMING FIDELTY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRU CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $0 | <0.1% |