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Original filing (PDF)20250924133534NAL0007614001001
ACTION GYPSUM SUPPLY, LP
Form 5500
FILING_RECEIVED
ACTION GYPSUM SUPPLY, LP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
681
Accounts w/ balance
277
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
11 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 55 bps in Schedule C fees — 91% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 41% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACTION GYPSUM SUPPLY, LP.
Plan sponsor
Name
ACTION GYPSUM SUPPLY, LP
EIN
41-2089864
Address
PO BOX 40010 · 9635 WEST LITTLE YORK RD. · HOUSTON, TX · 77040
Phone
(713) 849-8618
Industry
Manufacturingsee 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
2025-09-24
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CALVETTI FERGUSON,LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $47K | — |
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $24K | — |
Investments
14 direct securities · 11 pooled funds· $12.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Common Collective Trust
$6.7M
11 holdings
Uncategorized
$6.2M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $1.6M | 12.2% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $1.3M | 10.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.2M | 9.2% | |
| American Century Growth R6 American Century 0 | — | — | — | $829K | 6.4% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $815K | 6.3% | |
| Fidelity International Index Fidelity 0 | — | — | — | $697K | 5.4% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $692K | 5.4% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $677K | 5.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $651K | 5.0% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $624K | 4.8% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $606K | 4.7% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | — | — | — | $587K | 4.5% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $555K | 4.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $509K | 3.9% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $492K | 3.8% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $455K | 3.5% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $322K | 2.5% | |
| Macquarie Mid Cap Growth R6 Macquarie 0 | — | — | — | $190K | 1.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $46K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $40K | 0.3% | |
| Fidelity RealEstate Investment Portf Fidelity 0 | — | — | — | $23K | 0.2% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $14K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 316 | Common Collective Trust | — | — | $8K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $5K | <0.1% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $4K | <0.1% |