How big is Gabriel Brothers, Inc.'s plan?

Gabriel Brothers, Inc.'s plan reported $31.2M in assets and 3,604 participants for 2024.

Original filing (PDF)20251015140356NAL0002537075001

Gabriel Brothers, Inc.

Name: Gabriel Brothers, Inc. — Gabriel Brothers, Inc., Form 5500 (2024)
Creator: Gabriel Brothers, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Gabriel Brothers, Inc. 401(k) Plan

401(k) retirement plan · Gabriel Brothers, Inc.'s Gabriel Brothers, Inc. 401(k) Plan held $31.2M in plan assets for 3,604 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 2

Corrective distributions issued~78 bps in Sched C fees

Active participants

3,604

Accounts w/ balance

1,459

Plan assets (EOY)

$31.2M

Net assets (EOY)

$31.0M

People on this filing

Nicholas ZAPF signed Gabriel Brothers, Inc.'s 2024 Form 5500 as plan administrator.

Nicholas ZAPF — 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

Gabriel Brothers, Inc.'s EIN is 55-0514707.

EIN 55-0514707

Plan number 002

Plan year 2024

ACK ID 20251015140356NAL0002537075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gabriel Brothers, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gabriel Brothers, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

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

Plan health score

Below-average — multiple flags

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

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (8th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).
Bottom-decile employer contributions per participant (0th percentile).

Plan sponsor

Name

GABRIEL BROTHERS, INC.

EIN

all filings

Address

55 SCOTT AVENUE · MORGANTOWN, WV · 26508

Phone

(304) 292-6965

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN RETIREMENT SERVICES	35-0472300	—	RECORDKEEPER	$149K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ENVESTNET RETIREMENT SOLUTIONS	20-1409613	—	ADVISORY	$15K	—

TPA / Administrator

Investments

22 direct securities· $31.2M(100% of reported assets)

Other securities

$18.2M

15 holdings

Guaranteed Income / GIC

$6.3M

1 holding

Mutual Funds

$4.2M

4 holdings

Common Collective Trusts

$2.4M

2 holdings

					% of plan
* Lincoln Financial Group Lincoln Stable Value Account	Guaranteed Income / GIC	—	—	$6.3M	20.4%
MFS Growth Class A	Mutual Funds	—	—	$2.9M	9.2%
Delaware Emerging Markets Delaware Emerging Markets Class A	Other securities	—	—	$2.4M	7.8%
iShares MSCI EAFE International Index Investor A Shares	Other securities	—	—	$2.2M	7.1%
BlackRock International Series Investor A Shares	Other securities	—	—	$2.2M	7.1%
First Eagle Investment Management First Eagle Overseas Class A	Other securities	—	—	$2.1M	6.7%
iShares Russell Mid Cap Index Class K	Other securities	—	—	$1.9M	6.0%
iShares S&P 500 Index Investor A Shares	Common Collective Trusts	—	—	$1.4M	4.6%
John Hancock John Hancock Funds Disciplined Value Class R2	Other securities	—	—	$1.3M	4.3%
JPMorgan Equity Income Class R3	Other securities	—	—	$1.3M	4.3%
Pioneer Select Pioneer Class A	Other securities	—	—	$1.2M	3.9%
iShares Russell 2000 Small Cap Index Investor A Shares	Common Collective Trusts	—	—	$974K	3.1%
WM Funds Distributors Principal Real Estate Securities Class R6	Other securities	—	—	$921K	3.0%
Pioneer Select Pioneer Select Mid Cap Growth Class A	Other securities	—	—	$794K	2.5%
Western Asset Management Western Asset Core Bond Class A	Other securities	—	—	$791K	2.5%
Pioneer Select Pioneer Strategic Income Class A	Other securities	—	—	$730K	2.3%
MFS Corporate Bond Class A	Mutual Funds	—	—	$675K	2.2%
Pimco Global Bond Opportunities US Dollar Hedged Class A	Mutual Funds	—	—	$637K	2.0%
Carillon Tower Carillon Eagle Small Cap Growth Class A	Other securities	—	—	$276K	0.9%
MFS Growth Allocation Class A	Mutual Funds	—	—	$23K	<0.1%
Alliance Berstein AB Discovery Value Class A	Other securities	—	—	$15K	<0.1%
First Eagle Investment Management First Eagle Global Class A	Other securities	—	—	$7K	<0.1%