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Original filing (PDF)20251009105327NAL0003509379001
GYPSUM SYSTEMS MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
GYPSUM SYSTEMS MANAGEMENT 401(K) PLAN
401(k) retirement plan
Active participants
129
Accounts w/ balance
220
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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 GYPSUM SYSTEMS MANAGEMENT, INC..
Plan sponsor
Name
GYPSUM SYSTEMS MANAGEMENT, INC.
EIN
16-1062828
Address
640 POUND ROAD · ELMA, NY · 14059
Phone
(716) 652-5700
Industry
Constructionsee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHIAMPOU TRAVIS BESAW & KERSHNER LL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOPKINS WEALTH MANAGEMENT LLC | — | WILLIAMSVILLE, NY | INVESTMENT ADVISOR | $34K | — |
Investments
31 direct securities · 1 pooled fund· $16.7M(99% 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
$15.4M
31 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | — | — | — | $4.1M | 24.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.4M | 8.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 7.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.2M | 6.9% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $916K | 5.4% | |
| Vanguard 500 Index Fund | — | — | — | $892K | 5.3% | |
| Vanguard Growth Index Fund | — | — | — | $781K | 4.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $661K | 3.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $618K | 3.7% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $568K | 3.4% | |
| DFA Inflation-Protected Securities Portfolio | — | — | — | $504K | 3.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $408K | 2.4% | |
| Vanguard Short Term Investment Grade Fund | — | — | — | $394K | 2.3% | |
| DFA - U.S. Small Cap Growth Portfolio | — | — | — | $381K | 2.3% | |
| Vanguard Mid Cap Index Fund | — | — | — | $360K | 2.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $342K | 2.0% | |
| DFA Large Cap International Portfolio | — | — | — | $282K | 1.7% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $273K | 1.6% | |
| Vanguard Mid-Cap Growth Index Fund | — | — | — | $198K | 1.2% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $182K | 1.1% | |
| DFA Emerging Markets Core Equity Portfolio | — | — | — | $153K | 0.9% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $139K | 0.8% | |
| DFA U.S. Small Cap Portfolio | — | — | — | $133K | 0.8% | |
| DFA U.S. Large Cap Value III Portfolio | — | — | — | $128K | 0.8% | |
| Vanguard Mid-Cap Value Index Fund | — | — | — | $117K | 0.7% | |
| Vanguard Real Estate Index Fund | — | — | — | $111K | 0.7% | |
| DFA International Small Cap Value Portfolio | — | — | — | $74K | 0.4% | |
| DFA International Value III Portfolio | — | — | — | $66K | 0.4% | |
| Vanguard International Growth Fund | — | — | — | $60K | 0.4% | |
| DFA International Small Company Portfolio | — | — | — | $37K | 0.2% | |
| Vanguard Target Retirement Income | — | — | — | $14K | <0.1% | |
| Interest rate of 4.25% $ -0- | — | — | — | $6K | <0.1% |
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