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Original filing (PDF)20251010113708NAL0008072529001
GULLY TRANSPORTATION, INC.
Form 5500
FILING_RECEIVED
GULLY ICX 401(K) PLAN
401(k) retirement plan
Active participants
286
Accounts w/ balance
189
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GULLY TRANSPORTATION, INC..
Plan sponsor
Name
GULLY TRANSPORTATION, INC.
EIN
37-0646764
Address
3820 WISMANN LANE · QUINCY, IL · 62305
Phone
(217) 224-0770
Industry
Transportation & Warehousingsee 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
2025-10-10
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $3K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | — | SPRINGFIELD, MO | AUDITOR | $20K | — |
Investments
27 direct securities · 1 pooled fund· $8.3M(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
$7.7M
26 holdings
Common Collective Trust
$297K
1 holding
Mutual Funds
$296K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Retirement R3 120,815 shares | — | — | $121K | $1.8M | 22.4% | |
| American Funds 2030 Target Date Retirement R3 98,037 shares | — | — | $98K | $1.7M | 20.7% | |
| American Funds 2035 Target Date Retirement R3 88,823 shares | — | — | $89K | $1.7M | 20.6% | |
| American Funds 2020 Target Date Retirement R3 65,751 shares | — | — | $66K | $874K | 10.9% | |
| Common Collective Trust Fund Reliance Trust Company Stable Value Fund 1,359 units | — | — | $1K | $297K | 3.7% | |
| RELIANCE METLIFE GAC SERIES 25053 C RELIANCE TRUST CT OR SVF · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $297K | 3.7% | |
| s * American Funds 2010 Target Date Retirement R3 25,704 shares | Mutual Funds | — | $26K | $296K | 3.7% | |
| American Funds 2045 Target Date Retirement R3 13,702 shares | — | — | $14K | $284K | 3.5% | |
| Notes Receivable From Participants, Various Maturity Dates Through 2029, Interest Rates Ranging from 4.25% to 9.50% | — | — | — | $162K | 2.0% | |
| American Funds American Balanced R3 4,687 shares | — | — | $5K | $160K | 2.0% | |
| American Funds 2040 Target Date Retirement R3 7,879 shares | — | — | $8K | $159K | 2.0% | |
| American Funds 2015 Target Date Retirement R3 9,299 shares | — | — | $9K | $113K | 1.4% | |
| American Funds 2065 Target Date Retirement R3 4,129 shares | — | — | $4K | $72K | 0.9% | |
| American Funds American Mutual Fund R3 1,284 shares | — | — | $1K | $70K | 0.9% | |
| American Funds Fundamental Investors R3 823 shares | — | — | — | $67K | 0.8% | |
| American Funds AMCAP Fund R3 1,315 shares | — | — | $1K | $53K | 0.7% | |
| American Funds 2055 Target Date Retirement R3 1,886 shares | — | — | $2K | $49K | 0.6% | |
| American Funds 2060 Target Date Retirement R3 2,608 shares | — | — | $3K | $46K | 0.6% | |
| PIMCO Income Fund R 4,013 shares | — | — | $4K | $42K | 0.5% | |
| American Funds 2050 Target Date Retirement R3 1,872 shares | — | — | $2K | $38K | 0.5% | |
| MFS Growth Fund R2 224 shares | — | — | — | $37K | 0.5% | |
| American Funds New PerspectiveFund R3 616 shares | — | — | — | $37K | 0.5% | |
| Invesco Real Estate Fund R 1,449 shares | — | — | $1K | $24K | 0.3% | |
| American Funds Smallcap World Fund R3 304 shares | — | — | — | $19K | 0.2% | |
| American Funds Europacific Growth R3 121 shares | — | — | — | $6K | <0.1% | |
| American Funds 2070 Target Date Retirement R3 238 shares | — | — | — | $3K | <0.1% | |
| MFS International Intrinsic Value Fund R2 71 shares | — | — | — | $2K | <0.1% | |
| American Funds New World Fund R3 23 shares | — | — | — | $2K | <0.1% |
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