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Original filing (PDF)20251013124014NAL0001953136001
GIBSON INSURANCE AGENCY, INC.
Form 5500
FILING_RECEIVED
GIBSON INSURANCE AGENCY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
185
Accounts w/ balance
246
Plan assets (EOY)
$38.1M
Net assets (EOY)
$38.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GIBSON INSURANCE AGENCY, INC..
Plan sponsor
Name
GIBSON INSURANCE AGENCY, INC.
EIN
35-1116724
Address
202 S. MICHIGAN ST. · SUITE 1400 · SOUTH BEND, IN · 46601
Phone
(574) 245-3506
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KRUGGEL, LAWTON & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | INVESTMENT ADVISOR | $45K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | — | FORT WAYNE, IN | CONTRACT ADMIN | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRUGGEL, LAWTON & COMPANY, LLC | — | SOUTH BEND, IN | AUDITOR | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
29 direct securities · 2 pooled funds· $40.1M(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
$32.3M
29 holdings
Pooled Separate Account
$7.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $5.2M | 13.6% | |
| Vanguard 500 Index Fund Admiral Shares # | — | — | — | $4.8M | 12.7% | |
| American Funds Corporate Bond Fund Class R-6 # | — | — | — | $3.4M | 8.9% | |
| Capital Group Europacific Growth SA # | — | — | — | $2.6M | 6.8% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GW EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $2.6M | 6.8% | |
| Vanguard Target Retirement 2050 Fund # | — | — | — | $2.4M | 6.3% | |
| Columbia Small Cap Index Fund Institutional 2 Class # | — | — | — | $2.2M | 5.7% | |
| Vanguard Target Retirement 2040 Fund # | — | — | — | $1.9M | 4.9% | |
| Empower Fixed Account # | — | — | — | $1.8M | 4.7% | |
| Vanguard Mid Cap Index Fund Admiral Shares # | — | — | — | $1.8M | 4.7% | |
| Vanguard Target Retirement 2030 Fund # | — | — | — | $1.4M | 3.7% | |
| Nuveen Real Estate Securities Select Fund R6 Class # | — | — | — | $1.4M | 3.6% | |
| American Funds Washington Mutual Investors Class R6 # | — | — | — | $1.3M | 3.3% | |
| American Funds American Balanced Fund Class R-6 # | — | — | — | $1.1M | 2.9% | |
| Columbia Overseas Value Fund Institutional Class # | — | — | — | $914K | 2.4% | |
| Vanguard Target Retirement 2045 Fund # | — | — | — | $887K | 2.3% | |
| Vanguard Target Retirement 2055 Fund # | — | — | — | $789K | 2.1% | |
| Carillon Eagle Mid Cap Growth Fund Class A # | — | — | — | $641K | 1.7% | |
| Vanguard Target Retirement 2060 Fund # | — | — | — | $565K | 1.5% | |
| JP Morgan Mid Cap Value Fund Class R6 # | — | — | — | $541K | 1.4% | |
| Vanguard Explorer Fund Admiral Shares # | — | — | — | $519K | 1.4% | |
| Columbia Small Cap Value Fund I Institutional Class # | — | — | — | $359K | 0.9% | |
| Participant Loans Interest rates at 5.25% - 10.5% 0 | — | — | — | $346K | 0.9% | |
| Macquarie Emerging Markets InstitutionalDemix # | — | — | — | $267K | 0.7% | |
| Vanguard Target Retirement 2065 Fund # | — | — | — | $146K | 0.4% | |
| Vanguard Target Retirement 2020 Fund # | — | — | — | $123K | 0.3% | |
| BrandywineGLOBAL Global Opportunities Bond Fund Class A # | — | — | — | $77K | 0.2% | |
| Vanguard Target Retirement Income Fund # | — | — | — | $46K | 0.1% | |
| Vanguard Target Retirement 2025 Fund # | — | — | — | $45K | 0.1% | |
| CommodityRealReturn Strategy Fund PIMCO Institutional Class # | — | — | — | $40K | 0.1% | |
| Vanguard Target Retirement 2035 Fund # | — | — | — | $16K | <0.1% |