Original filing (PDF)20250806094207NAL0003592608001

THE GERSON COMPANIES

Name: THE GERSON COMPANIES — THE GERSON COMPANIES 401(K) AND PROFIT SHARING PLAN, Form 5500 (2023)
Creator: THE GERSON COMPANIES

Form 5500

FILING_RECEIVED

THE GERSON COMPANIES 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Signals · 3

Late participant contributionsHigh average account balanceNo recordkeeper disclosed

Active participants

233

Accounts w/ balance

140

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

How this plan invests

This plan

32 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE GERSON COMPANIES.

Plan sponsor

Name

THE GERSON COMPANIES

EIN

44-0515427

Address

1450 SOUTH LONE ELM ROAD · OLATHE, KS · 660617256

Phone

(913) 262-7400

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-06

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)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRIUNE FINANCIAL PARTNERS	20-2194904	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$42K	—

Investments

32 pooled funds· $8.5M(91% 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.

Common Collective Trust

$6.5M

25 holdings

Pooled Separate Account

$2.0M

7 holdings

			% of plan
RETPILOT AMERI FDS 2030 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304142 / PN 001	Common Collective Trust	$2.5M	26.3%
RETPILOT AMERI FDS 2015 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304139 / PN 001	Common Collective Trust	$966K	10.3%
RETPILOT AMERI FDS 2025 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304141 / PN 001	Common Collective Trust	$914K	9.8%
PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066	Pooled Separate Account	$597K	6.4%
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	$583K	6.2%
RETPILOT AMERI FDS 2035 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304143 / PN 001	Common Collective Trust	$579K	6.2%
RETPILOT AMERI FDS 2040 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304144 / PN 001	Common Collective Trust	$490K	5.2%
RETPILOT AMERI FDS 2020 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304140 / PN 001	Common Collective Trust	$367K	3.9%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	$298K	3.2%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	$249K	2.7%
RETPILOT AMERI FDS 2045 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304145 / PN 001	Common Collective Trust	$200K	2.1%
RETPILOT AMERI FDS 2050 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304146 / PN 001	Common Collective Trust	$187K	2.0%
PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120	Pooled Separate Account	$126K	1.3%
RETPILOT AMERI FDS 2060 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304148 / PN 001	Common Collective Trust	$119K	1.3%
PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121	Pooled Separate Account	$116K	1.2%
RETPILOT AMERI FDS 2055 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304147 / PN 001	Common Collective Trust	$103K	1.1%
RETPILOT AMERI FDS 2065 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304149 / PN 001	Common Collective Trust	$68K	0.7%
PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122	Pooled Separate Account	$46K	0.5%
PGIM TOTAL RTRN BND CIT CLS R GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471	Common Collective Trust	$35K	0.4%
RETPILOT AMERI FDS 2010 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304138 / PN 001	Common Collective Trust	$31K	0.3%
PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003	Common Collective Trust	$0	<0.1%
PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002	Common Collective Trust	$0	<0.1%