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Original filing (PDF)20250916114334NAL0001923265001
GROUND SERVICES INTERNATIONAL
Form 5500
FILING_RECEIVED
DNATA US 401(K) PLAN
401(k) retirement plan
Signals · 1
~146 bps in Sched C fees
Active participants
3,287
Accounts w/ balance
1,215
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
7 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 146 bps in Schedule C fees — 402% above peer band of 29 bps.
- Only 37% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GROUND SERVICES INTERNATIONAL.
Plan sponsor
Name
GROUND SERVICES INTERNATIONAL
EIN
20-8137064
Address
13495 VETERANS WAY, SUITE 500 · ORLANDO, FL · 32827
Phone
(407) 313-0908
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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $149K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | BROKER/ADVISER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $28K | — |
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $2K | — |
Investments
29 direct securities · 7 pooled funds· $12.3M(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
$8.6M
29 holdings
Common Collective Trust
$3.7M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | — | — | — | $1.8M | 15.0% | |
| FIDELITY US BOND INDEX | — | — | — | $1.4M | 11.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $1.1M | 8.7% | |
| FIDELITY INTERNATIONAL INDEX | — | — | — | $1.0M | 8.5% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $996K | 8.1% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $908K | 7.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $818K | 6.6% | |
| EI FIXED ACCOUNT - SERIES CLASS I | — | — | — | $740K | 6.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $546K | 4.4% | |
| FIDELITY MID CAP INDEX | — | — | — | $459K | 3.7% | |
| JPMORGAN EMERGING MARKETS EQUITY R6 | — | — | — | $401K | 3.3% | |
| FIDELITY SMALL CAP INDEX | — | — | — | $394K | 3.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $265K | 2.1% | |
| AMERICAN FUNDS INFLATION LINKED BD R6 | — | — | — | $216K | 1.7% | |
| JPMORGAN EQUITY INCOME R6 | — | — | — | $189K | 1.5% | |
| FIDELITY BLUE CHIP GROWTH K6 | — | — | — | $179K | 1.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | — | — | — | $131K | 1.1% | |
| FIDELITY FREEDOM INDEX 2060 INVESTOR | — | — | — | $92K | 0.7% | |
| FIDELITY ADVISOR INTERNATIONAL CAP APP Z | — | — | — | $88K | 0.7% | |
| JANUS HENDERSON TRITON N | — | — | — | $84K | 0.7% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 | — | — | — | $84K | 0.7% | |
| PGIM HIGH-YIELD R6 | — | — | — | $76K | 0.6% | |
| JANUS HENDERSON SMALL CAP VALUE N | — | — | — | $61K | 0.5% | |
| FIDELITY FREEDOM INDEX 2045 INVESTOR | — | — | — | $59K | 0.5% | |
| FIDELITY TOTAL BOND K6 | — | — | — | $53K | 0.4% | |
| EMPOWER T. ROWE PRICE MID CAP GR INST | — | — | — | $34K | 0.3% | |
| FIDELITY FREEDOM INDEX 2025 INVESTOR | — | — | — | $31K | 0.3% | |
| FIDELITY FREEDOM INDEX 2065 INVESTOR | — | — | — | $20K | 0.2% | |
| FIDELITY FREEDOM INDEX 2055 INVESTOR | — | — | — | $18K | 0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $8K | <0.1% | |
| FIDELITY FREEDOM INDEX 2010 INVESTOR | — | — | — | $4K | <0.1% | |
| FIDELITY FREEDOM INDEX 2035 INVESTOR | — | — | — | $4K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $3K | <0.1% | |
| FIDELITY FREEDOM INDEX 2040 INVESTOR | — | — | — | $2K | <0.1% | |
| FIDELITY FREEDOM INDEX 2020 INVESTOR | — | — | — | $2K | <0.1% | |
| FIDELITY FREEDOM INDEX 2050 INVESTOR | — | — | — | $2K | <0.1% |
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