Back to filter
Original filing (PDF)20241015173432NAL0030508881001
CB GOSSLEE
Form 5500-SF
FILING_RECEIVED
COLDWELL BANKER GOSSLEE 401(K) PLAN
Defined-contribution retirement plan
Active participants
11
Accounts w/ balance
11
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CB GOSSLEE.
Plan sponsor
Name
CB GOSSLEE
EIN
20-8304956
Address
8805 LINE AVE STE 100 · SHREVEPORT, LA · 71106
Phone
(318) 861-2461
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2E · Profit-sharing
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
GM PROPERTIES, INC
GM PROPERTIES 401(K) PLAN
$1.7M · 13 participants
SCHMITZ HOMES, INC.
SCHMITZ HOMES, INC 401(K) PLAN
$1.7M · 4 participants
FIFTY-ONE INCORPORATED
FIFTY-ONE INCORPORATED SAFE HARBOR 401(K) PLAN
$1.7M · 2 participants
LAURIE READER, LLC
LAURIE READER, LLC 401(K) PLAN
$1.7M · 14 participants
SMCKP HOLDINGS, INC.
SMCKP HOLDINGS, INC. 401(K) PROFIT SHARING PLAN
$1.7M · 4 participants
NO-DENT PROPERTIES, INC.
NO-DENT PROPERTIES, INC. 401(K) PLAN
$1.7M · 21 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants