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Original filing (PDF)20251014121903NAL0001363427001
GENTLEBROOK
Form 5500
FILING_RECEIVED
GENTLEBROOK 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
251
Accounts w/ balance
197
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENTLEBROOK.
Plan sponsor
Name
GENTLEBROOK
EIN
23-7400452
Address
880 SUNNYSIDE SW SUITE A · HARTVILLE, OH · 44632
Phone
(330) 877-7700
Industry
Health Care & Social Assistancesee 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
2025-10-14
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HW & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL BANK & TRUST COMPANY | 95-6817943 | — | RECORDKEEPER | — | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | — | ST. PETERSBURG, FL | REGISTERED INVESTMENT AD | — | — |
| CBIZ BENEFITS & INSURANCE SERVICES | — | CHICAGO, IL | ADMINISTRATOR | — | — |
Investments
22 direct securities· $6.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America Mutual fund | — | — | — | $1.0M | 16.5% | |
| American Funds 2035 Target Date Retirement Fund Mutual fund | — | — | — | $740K | 11.9% | |
| American Funds New Perspective Fund Mutual fund | — | — | — | $641K | 10.3% | |
| American Funds Washington Mutual Investors Fund Mutual fund | — | — | — | $526K | 8.5% | |
| American Funds 2030 Target Date Retirement Fund Mutual fund | — | — | — | $470K | 7.6% | |
| American Funds 2040 Target Date Retirement Fund Mutual fund | — | — | — | $429K | 6.9% | |
| American Funds Money Market Fund Money market fund | — | — | — | $395K | 6.4% | |
| American Funds Fundamental Investors Mutual fund | — | — | — | $288K | 4.6% | |
| American Funds 2045 Target Date Retirement Fund Mutual fund | — | — | — | $276K | 4.4% | |
| American Funds 2025 Target Date Retirement Fund Mutual fund | — | — | — | $260K | 4.2% | |
| American Funds 2055 Target Date Retirement Fund Mutual fund | — | — | — | $254K | 4.1% | |
| American Funds American Balanced Fund Mutual fund | — | — | — | $213K | 3.4% | |
| American Funds 2050 Target Date Retirement Fund Mutual fund | — | — | — | $199K | 3.2% | |
| American Funds EuroPacific Growth Fund Mutual fund | — | — | — | $115K | 1.9% | |
| American Funds 2020 Target Date Retirement Fund Mutual fund | — | — | — | $115K | 1.8% | |
| American Funds 2065 Target Date Retirement Fund Mutual fund | — | — | — | $94K | 1.5% | |
| American Funds The Bond Fund of America Mutual fund | — | — | — | $84K | 1.3% | |
| American Funds 2060 Target Date Retirement Fund Mutual fund | — | — | — | $67K | 1.1% | |
| American Funds 2015 Target Date Retirement Fund Mutual fund | — | — | — | $8K | 0.1% | |
| American Funds 2010 Target Date Retirement Fund Mutual fund | — | — | — | $8K | 0.1% | |
| American Funds Small Cap World Fund Mutual fund | — | — | — | $5K | <0.1% | |
| American Funds Capital World Bond Fund Mutual fund | — | — | — | $2K | <0.1% |
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