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Original filing (PDF)20251011063331NAL0005028883001
GSE SYSTEMS, LLC
Form 5500
FILING_RECEIVED
GSE SYSTEMS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
192
Accounts w/ balance
355
Plan assets (EOY)
$49.0M
Net assets (EOY)
$49.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GSE SYSTEMS, LLC.
Plan sponsor
Name
GSE SYSTEMS, LLC
EIN
52-1868008
Address
7067 COLUMBIA GATEWAY DRIVE · STE 100 · COLUMBIA, MD · 210462788
Phone
(410) 970-7800
Industry
Professional & Technical Servicessee 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
2025-10-11
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
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $40K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
Investments
25 direct securities · 2 pooled funds· $76.3M(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
$46.1M
25 holdings
Common Collective Trust
$27.3M
1 holding
Pooled Separate Account
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN CENT IN RET TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $27.3M | 55.7% | |
| Vanguard 500 Index Admiral Fund Mutual Fund | — | — | — | $7.3M | 14.8% | |
| American Century In Retirement Trust IX Collective Trust | — | — | — | $6.6M | 13.4% | |
| American Century Retirement Date 2025 Trust IX Collective Trust | — | — | — | $6.0M | 12.3% | |
| Principal Guaranteed Option Insurance Company General Account | — | — | — | $4.6M | 9.5% | |
| American Century Retirement Date 2050 Trust IX Collective Trust | — | — | — | $3.6M | 7.3% | |
| American Century Retirement Date 2030 Trust IX Collective Trust | — | — | — | $3.1M | 6.3% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $2.9M | 5.9% | |
| American Century Retirement Date 2045 Trust IX Collective Trust | — | — | — | $2.2M | 4.5% | |
| American Century Retirement Date 2035 Trust IX Collective Trust | — | — | — | $2.0M | 4.1% | |
| American Century Retirement Date 2040 Trust IX Collective Trust | — | — | — | $2.0M | 4.0% | |
| Vanguard Small Cap Index Admiral Fund Mutual Fund | — | — | — | $1.2M | 2.4% | |
| JP Morgan Equity Income Fund Mutual Fund | — | — | — | $1.2M | 2.4% | |
| Vanguard Mid Cap Index Admiral Fund Mutual Fund | — | — | — | $1.1M | 2.2% | |
| American Century Retirement Date 2055 Trust IX Collective Trust | — | — | — | $937K | 1.9% | |
| Vanguard Intermediate-Term Bond Index Admiral Fund Mutual Fund | — | — | — | $912K | 1.9% | |
| Janus Henderson Triton N Fund Mutual Fund | — | — | — | $748K | 1.5% | |
| American Century Retirement Date 2060 Trust IX Collective Trust | — | — | — | $547K | 1.1% | |
| Columbia Select Mid Cap Value Fund Mutual Fund | — | — | — | $409K | 0.8% | |
| American Century Retirement Date 2065 Trust IX Collective Trust | — | — | — | $391K | 0.8% | |
| Vanguard Developing Markets Index Fund Mutual Fund | — | — | — | $288K | 0.6% | |
| American Century Small Cap Value Fund Mutual Fund | — | — | — | $281K | 0.6% | |
| Voya Mid Cap Opportunities Fund Mutual Fund | — | — | — | $182K | 0.4% | |
| American Funds Europacific Growth Fund Mutual Fund | — | — | — | $178K | 0.4% | |
| Participant Loans Interest rates ranging from 4.25% - 9.50%, $- | — | — | — | $162K | 0.3% | |
| Lord Abbett Total Return R6 Fund Mutual Fund | — | — | — | $127K | 0.3% | |
| American Funds New World Fund Mutual Fund | — | — | — | $120K | 0.2% |
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