· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GATHAGAN INVESTMENT COMPANY, LP — GATHAGAN INVESTMENT COMPANY, LP ADP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250724075011NAL0006581056001
GATHAGAN INVESTMENT COMPANY, LP
Form 5500-SF
FILING_RECEIVED
GATHAGAN INVESTMENT COMPANY, LP ADP 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
148
Accounts w/ balance
47
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GATHAGAN INVESTMENT COMPANY, LP
.
Find decision makers
Plan sponsor
Name
GATHAGAN INVESTMENT COMPANY, LP
EIN
25-1850570
Address
1605 WASHINGTON STREET · P O BOX 529 · HYDE, PA · 16843
Phone
(814) 765-1800
Industry
Retail Trade
see 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
2025-07-24
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
IOLA PHARMACY, INC.
IOLA PHARMACY, INC. 401K PROFIT SHARING PLAN
$5.6M · 17 participants
WASEMS, INC.
WASEM DRUG 401(K) PLAN
$5.6M · 28 participants
OPTIMED PHARMACY
OPTIMED PHARMACY GROUP 401(K) PLAN
$5.6M · 131 participants
CORLEY'S PHARMACY, INC.
CORLEY'S PHARMACY, INC. 401(K) PROFIT SHARING PLAN
$5.7M · 33 participants
LARRY C. SCHIEBER, DBA SCHIEBER FAMILY PHARMACY
SCHIEBER FAMILY PHARMACY 401K PROFIT SHARING PLAN
$5.7M · 10 participants
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 32% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LINCOLN PHARMACY, LLC
LINCOLN PHARMACY 401(K) PLAN
$5.7M · 66 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
