How big is Gabriella White, LLC's plan?

Gabriella White, LLC's plan reported $13.4M in assets and 327 participants for 2024.

Original filing (PDF)20250814155804NAL0005497187001

Gabriella White, LLC

Name: Gabriella White, LLC — Gabriella White, LLC 401(k), Form 5500 (2024)
Creator: Gabriella White, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gabriella White, LLC 401(k) Plan

401(k) retirement plan · Gabriella White, LLC's Gabriella White, LLC 401(k) Plan held $13.4M in plan assets for 327 participants in 2024, with Fidelity as recordkeeper.

Active participants

327

Accounts w/ balance

239

Plan assets (EOY)

$13.4M

Net assets (EOY)

$13.4M

People on this filing

Carolyn Fynan signed Gabriella White, LLC's 2024 Form 5500 as plan administrator.

Carolyn Fynan — 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

Gabriella White, LLC's EIN is 47-4822437.

EIN 47-4822437

Plan number 001

Plan year 2024

ACK ID 20250814155804NAL0005497187001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gabriella White, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gabriella White, LLC'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 GABRIELLA WHITE, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

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

Plan health score

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (15th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

GABRIELLA WHITE, LLC

EIN

all filings

Address

3140 PELHAM PARKWAY · PELHAM, AL · 35124

Phone

(205) 987-3100

Industry

Wholesale Trade

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

2025-08-14

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$50K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WAVERLY ADVISORS LLC	63-1229657	—	ADVISOR/INVESTMENT ADVIS	$28K	—

Investments

32 direct securities · 1 pooled fund· $13.3M(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.

Other securities

$9.6M

21 holdings

Common Collective Trusts

$3.3M

8 holdings

Cash / Money Market

$172K

1 holding

Bonds / Notes

$162K

1 holding

Common Collective Trust

$64K

1 holding

Mutual Funds

$34K

1 holding

					% of plan
Freedom Index 2045 Fund Mutual fund	Other securities	—	—	$1.7M	12.7%
Large Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$1.6M	12.2%
Freedom Index 2040 Fund Mutual fund	Other securities	—	—	$1.6M	12.1%
Freedom Index 2030 Fund Mutual fund	Other securities	—	—	$1.3M	9.9%
Freedom Index 2025 Fund Mutual fund	Other securities	—	—	$1.3M	9.4%
Freedom Index 2055 Fund Mutual fund	Other securities	—	—	$857K	6.4%
Large Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$840K	6.3%
Freedom Index 2035 Fund Mutual fund	Other securities	—	—	$828K	6.2%
Freedom Index 2060 Fund Mutual fund	Other securities	—	—	$544K	4.1%
Freedom Index 2020 Fund Mutual fund	Other securities	—	—	$440K	3.3%
Freedom Index 2050 Fund Mutual fund	Other securities	—	—	$420K	3.1%
International Index Fund Mutual fund	Common Collective Trusts	—	—	$264K	2.0%
500 Index Fund Mutual fund	Common Collective Trusts	—	—	$183K	1.4%
Government Money Market Fund Mutual fund	Cash / Money Market	—	—	$172K	1.3%
US Small Cap Value ETF Mutual fund	Other securities	—	—	$166K	1.2%
Participant loans Interest rates range from 4.25% to 9.50%	Bonds / Notes	—	—	$162K	1.2%
Small Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$139K	1.0%
US Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$123K	0.9%
LifeStrategy Growth Fund Mutual fund	Other securities	—	—	$91K	0.7%
Mid Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$77K	0.6%
MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000	Common Collective Trust	—	—	$64K	0.5%
Cohen & Steers Realty Shares Mutual fund	Other securities	—	—	$64K	0.5%
Mid Cap Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$63K	0.5%
Intermediate Investment Grade Fund Mutual fund	Other securities	—	—	$50K	0.4%
Dividend Appreciation Fund Mutual fund	Other securities	—	—	$49K	0.4%
US Large Cap Value ETF Mutual fund	Other securities	—	—	$47K	0.4%
Freedom Index 2065 Fund Mutual fund	Other securities	—	—	$44K	0.3%
Emerging Markets Equity ETF Mutual fund	Other securities	—	—	$38K	0.3%
DFA International Small Company Fund Mutual fund	Mutual Funds	—	—	$34K	0.3%
LifeStrategy Income Fund Mutual fund	Other securities	—	—	$21K	0.2%
High Yield Corporate Fund Mutual fund	Other securities	—	—	$18K	0.1%
LifeStrategy Moderate Growth Fund Mutual fund	Other securities	—	—	$1K	<0.1%
Freedom Index 2015 Fund Mutual fund	Other securities	—	—	$1K	<0.1%