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Original filing (PDF)20250718114945NAL0003042626001
GUTHRIE MAINSTREAM SERVICES LLC
Form 5500
FILING_RECEIVED
GMS 401(K) PLAN
401(k) retirement plan
Signals · 3
27% in single holding~87 bps in Sched C feesNo recordkeeper disclosed
Active participants
217
Accounts w/ balance
149
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
1 pooled trust
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- Top holding "Multi Asset Platform Target 2050 Fund Common collective trusts" is 27% of plan.
- 87 bps in Schedule C fees — 68% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUTHRIE MAINSTREAM SERVICES LLC.
Plan sponsor
Name
GUTHRIE MAINSTREAM SERVICES LLC
EIN
13-4233219
Address
6549 E UNIVERSITY DRIVE · MESA, AZ · 85205
Phone
(480) 633-8881
Industry
Health Care & Social Assistancesee 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
2025-07-18
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | 73-0780382 | — | TRUSTEE | $15K | — |
Investments
17 direct securities · 1 pooled fund· $3.2M(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
$1.7M
17 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP POOLED INVESTMENT TRUST BOKF,NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $1.5M | 86.3% | |
| Multi Asset Platform Target 2050 Fund Common collective trusts | — | — | — | $469K | 27.2% | |
| Multi Asset Platform Target 2040 Fund Common collective trusts | — | — | — | $302K | 17.5% | |
| Multi Asset Platform Target 2020 Fund Common collective trusts | — | — | — | $257K | 14.9% | |
| Multi Asset Platform Target 2060 Fund Common collective trusts | — | — | — | $215K | 12.4% | |
| Multi Asset Platform Target 2030 Fund Common collective trusts | — | — | — | $193K | 11.2% | |
| Cash | — | — | — | $59K | 3.4% | |
| Multi Asset Platform Conservative Fund Common collective trusts | — | — | — | $43K | 2.5% | |
| JPMorgan Large Cap Growth Fund Mutual funds | — | — | — | $39K | 2.3% | |
| Dodge & Cox Stock Fund Mutual funds | — | — | — | $30K | 1.7% | |
| Vanguard Mid Cap Index Fund Mutual funds | — | — | — | $28K | 1.6% | |
| Calvert Short Duration Income Fund Mutual funds | — | — | — | $24K | 1.4% | |
| Dodge & Cox International Stock Fund Mutual funds | — | — | — | $18K | 1.0% | |
| Metropolitan West Total Return Bond Fund Mutual funds | — | — | — | $15K | 0.9% | |
| Fidelity 500 Index Fund Mutual funds | — | — | — | $11K | 0.6% | |
| Vanguard Small Cap Index Fund Mutual funds | — | — | — | $10K | 0.6% | |
| Multi Asset Platform Target 2070 Fund Common collective trusts | — | — | — | $10K | 0.6% | |
| Government Securities Money Market Fund Money market funds | — | — | — | $3K | 0.1% |
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