How big is GMS Management Solutions Inc.'s plan?

GMS Management Solutions Inc.'s plan reported $2.7M in assets and 118 participants for 2024.

Original filing (PDF)20250731095104NAL0012825474001

GMS Management Solutions Inc.

Name: GMS Management Solutions Inc. — GMS Management, Form 5500 (2024)
Creator: GMS Management Solutions Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

GMS Management Solutions Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · GMS Management Solutions Inc.'s GMS Management Solutions Inc. 401(k) Profit Sharing Plan & Trust held $2.7M in plan assets for 118 participants in 2024, with Paychex as recordkeeper.

Signals · 2

Possibly inadequate fidelity bond26% in single holding

Active participants

118

Accounts w/ balance

170

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Carlos Francisco Gallejones signed GMS Management Solutions Inc.'s 2024 Form 5500 as plan administrator.

Carlos Francisco Gallejones — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

GMS Management Solutions Inc.'s EIN is 33-1056152.

EIN 33-1056152

Plan number 001

Plan year 2024

ACK ID 20250731095104NAL0012825474001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GMS Management Solutions Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GMS Management Solutions Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GMS MANAGEMENT SOLUTIONS INC.

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How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

GMS MANAGEMENT SOLUTIONS INC

EIN

all filings

Address

1120 AVENUE OF THE AMERICAS · STE 1508 · NEW YORK, NY · 100366700

Phone

(212) 626-6640

Industry

All Other Professional Services· Professional & Technical Services

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

2025-07-31

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEVELIZED COMPENSATION ADVISOR	—	—	INVESTMENT ADVISORY	$11K	—

Investments

38 direct securities· $2.5M(94% of reported assets)

Mutual Funds

$2.0M

25 holdings

Common Collective Trusts

$537K

9 holdings

Common Stocks

$28K

2 holdings

Other securities

$12K

1 holding

Bonds / Notes

$1K

1 holding

					% of plan
s * Massachusetts Financial Services Company MFS Moderate Allocation Fund Class R2	Mutual Funds	—	—	$700K	25.9%
Fidelity Management Trust Co. Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$263K	9.8%
American Funds American Funds AMCAP Fund Class R-3	Mutual Funds	—	—	$175K	6.5%
American Funds American Funds 2055 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$156K	5.8%
Federated Equity Management Company of Pennsylvania Federated Hermes Max-Cap Index Fund Class R Shares	Common Collective Trusts	—	—	$149K	5.5%
Money Market Funds * Fidelity Management Trust Co. Fidelity Government Cash Reserves	Mutual Funds	—	—	$142K	5.3%
Franklin Mutual Advisers, LLC Franklin Small Cap Value Fund Class R	Mutual Funds	—	—	$116K	4.3%
Putnam Investment Management, LLC Putnam Mortgage Securities Fund Class R	Mutual Funds	—	—	$110K	4.1%
Fidelity Management Trust Co. Fidelity Freedom Index 2065 Fund Investor Class	Mutual Funds	—	—	$101K	3.7%
American Funds American Funds 2050 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$70K	2.6%
American Funds American Funds New World Fund Class R-3	Mutual Funds	—	—	$56K	2.1%
American Funds American Funds New Perspective Fund Class R-3	Mutual Funds	—	—	$53K	2.0%
Invesco Advisers, Inc. Invesco Comstock Fund Class R	Mutual Funds	—	—	$46K	1.7%
Massachusetts Financial Services Company MFS Growth Allocation Fund Class R2	Mutual Funds	—	—	$44K	1.6%
Massachusetts Financial Services Company MFS Blended Research Core Equity Fund Class R2	Mutual Funds	—	—	$37K	1.4%
Fidelity Management Trust Co. Fidelity Freedom Index 2055 Fund Investor Class	Mutual Funds	—	—	$37K	1.4%
Fidelity Management Trust Co. Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$33K	1.2%
Massachusetts Financial Services Company MFS Corporate Bond Fund Class R2	Mutual Funds	—	—	$29K	1.1%
Massachusetts Financial Services Company MFS Mid Cap Value Fund Class R2	Mutual Funds	—	—	$26K	0.9%
Fidelity Management Trust Co. Fidelity Real Estate Index Fund	Common Collective Trusts	—	—	$21K	0.8%
Fidelity Management Trust Co. Fidelity Sustainability Bond Index Fund	Common Collective Trusts	—	—	$21K	0.8%
Virtus Investment Advisers, Inc. Virtus AllianzGI Small-Cap Fund Class A	Common Stocks	—	—	$21K	0.8%
Fidelity Management Trust Co. Fidelity Short-Term Bond Index Fund	Common Collective Trusts	—	—	$19K	0.7%
Franklin Mutual Advisers, LLC Franklin High Income Fund Class R	Mutual Funds	—	—	$19K	0.7%
Fidelity Management Trust Co. Fidelity Freedom Index 2035 Fund Investor Class	Mutual Funds	—	—	$19K	0.7%
American Funds American Funds 2035 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$17K	0.6%
Nationwide Fund Advisors Nationwide Mid Cap Market Index Fund Class R	Common Collective Trusts	—	—	$13K	0.5%
Fidelity Management Trust Co. Fidelity Small Cap Value Index Fund	Common Collective Trusts	—	—	$12K	0.5%
Impax Asset Management, LLC Impax Small Cap Fund Investor Class	Other securities	—	—	$12K	0.4%
Fidelity Management Trust Co. Fidelity Freedom Index 2060 Fund Investor Class	Mutual Funds	—	—	$10K	0.4%
Federated Equity Management Company of Pennsylvania Federated Hermes Capital Income Fund Class R	Common Stocks	—	—	$7K	0.3%
Nationwide Fund Advisors Nationwide International Index Fund Class R	Common Collective Trusts	—	—	$5K	0.2%
American Funds American Funds 2025 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$4K	0.1%
American Funds American Funds 2045 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$2K	<0.1%
Participant Loans Participant loans, secured by participant vested benefits (interest rate of 9.5%)	Bonds / Notes	—	—	$1K	<0.1%
Fidelity Management Trust Co. Fidelity Freedom Index 2015 Fund Investor Class	Mutual Funds	—	—	$1K	<0.1%
Franklin Advisers, Inc. Templeton Global Bond Fund Class R	Mutual Funds	—	—	$1K	<0.1%
American Funds American Funds 2030 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$1K	<0.1%