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Original filing (PDF)20250919154532NAL0002670465001
GAP SERVICES, INC
Form 5500
FILING_RECEIVED
GAP SERVICES, INC 401(K) P/S PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
203
Accounts w/ balance
143
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Cash Reserves Federal MM Adm Vanguard 0 154 Schwab U.S. Large-Cap Growth ETF Schwab 0" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GAP SERVICES, INC.
Plan sponsor
Name
GAP SERVICES, INC
EIN
20-0070351
Address
834 FALLS AVE STE 1050 · TWIN FALLS, ID · 83301
Phone
(208) 869-9770
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
2025-09-19
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SORREN CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHAREBUILDER ADVISOR LLC | — | SEATTLE, WA | INVESTMENT MANAGER | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $5K | — |
Investments
18 direct securities· $2.9M(100% of reported assets)
Uncategorized
$2.8M
17 holdings
Real Estate
$58K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 154 Schwab U.S. Large-Cap Growth ETF Schwab 0 | — | — | — | $798K | 27.8% | |
| Vanguard Mid Cap Index ETF Vanguard 0 | — | — | — | $316K | 11.0% | |
| Vanguard Value Index ETF Vanguard 0 | — | — | — | $312K | 10.9% | |
| SPDR Index Ptf Devel World ex-US ETF SPDR 0 | — | — | — | $290K | 10.1% | |
| Schwab U.S. Small-Cap ETF Schwab 0 | — | — | — | $289K | 10.1% | |
| Vanguard Total Bond Market ETF Vanguard 0 | — | — | — | $217K | 7.6% | |
| Vanguard S&P 500 ETF Vanguard 0 | — | — | — | $157K | 5.5% | |
| SPDR S&P Emerging Markets ETF SPDR 0 | — | — | — | $136K | 4.7% | |
| iShares 0-5 Year TIPS Bond ETF iShares 0 | — | — | — | $110K | 3.8% | |
| Schwab Short-Term U.S. Treasury ETF Schwab 0 | — | — | — | $62K | 2.1% | |
| Invesco QQQ Trust Invesco 0 | — | — | — | $59K | 2.1% | |
| Select Sector SPDR ETF SPDR 0 | Real Estate | — | — | $58K | 2.0% | |
| Schwab US Dividend Equity ETF Schwab 0 | — | — | — | $25K | 0.9% | |
| SPDR Dow Jones Industrial Average ETF SPDR 0 | — | — | — | $10K | 0.3% | |
| SPDR S&P 500 Fossil Fuel Res Free ETF SPDR 0 | — | — | — | $9K | 0.3% | |
| Aberdeen Standard Gold ETF Trust Aberdeen 0 | — | — | — | $9K | 0.3% | |
| Vanguard Emerging Markets Govt Bond ETF Vanguard 0 | — | — | — | $6K | 0.2% | |
| Invesco DB Commodity Index Tracking Invesco 0 | — | — | — | $5K | 0.2% |
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