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Original filing (PDF)20251015104807NAL0008813074001
GIBSON TECHNICAL SERVICES, INC.
Form 5500
FILING_RECEIVED
GTS PLATFORM 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
139
Accounts w/ balance
210
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
23 pooled trusts
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GIBSON TECHNICAL SERVICES, INC..
Plan sponsor
Name
GIBSON TECHNICAL SERVICES, INC.
EIN
58-2067079
Address
230 MOUNTAIN BROOK CT. · CANTON, GA · 30114
Phone
(770) 345-1670
Industry
Wholesale Tradesee 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
2025-10-15
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
SMITH LEONARD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SVCS ADVISORS | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $67K | — |
Investments
40 direct securities · 23 pooled funds· $26.9M(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
$13.7M
40 holdings
Pooled Separate Account
$6.7M
9 holdings
Common Collective Trust
$6.4M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prin LifeTime Hybr 2035 CIT Z | — | — | $0 | $3.2M | 18.2% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.2M | 18.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.8M | 9.9% | |
| Prin LifeTime Hybr 2030 CIT Z | — | — | $0 | $1.8M | 9.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $1.3M | 7.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $982K | 5.5% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $920K | 5.2% | |
| Fidelity Adv Technology I Fund | — | — | $0 | $865K | 4.8% | |
| T. ROWE PRICE INST FLTING RTE | — | — | $0 | $782K | 4.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $668K | 3.7% | |
| Prin SmCap S&P 600 Index SA-Z | — | — | $0 | $668K | 3.7% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $603K | 3.4% | |
| Prin LargeCap Growth I SA-Z | — | — | $0 | $603K | 3.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $600K | 3.4% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $495K | 2.8% | |
| PIMCO CommPLUS Strat Inst Fund | — | — | $0 | $495K | 2.8% | |
| Fidelity Total Bond Fund | — | — | $0 | $476K | 2.7% | |
| Prin MidCap S&P 400 Idx SA-Z | — | — | $0 | $413K | 2.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $413K | 2.3% | |
| Fidelity Advisor Energy I Fund | — | — | $0 | $357K | 2.0% | |
| Prin SmCap Growth I Sep Acct-Z | — | — | $0 | $339K | 1.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $339K | 1.9% | |
| Principal Stable Value Z Fund | — | — | $0 | $339K | 1.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $339K | 1.9% | |
| DWS RREEF RE Sec R6 Fund | — | — | $0 | $323K | 1.8% | |
| PRIN FIXED INC GUAR OPTION | — | — | $0 | $302K | 1.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $302K | 1.7% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $297K | 1.7% | |
| Prin LgCp S&P 500 Index SA-Z | — | — | $0 | $297K | 1.7% | |
| Prin SmCap Value II Sep Acct-Z | — | — | $0 | $254K | 1.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $254K | 1.4% | |
| Participant Loans | — | — | $0 | $240K | 1.3% | |
| DFA US VECTOR EQ PRTF INST FD | — | — | $0 | $220K | 1.2% | |
| DFA Int'l Small Company I Fd | — | — | $0 | $212K | 1.2% | |
| Prin Core Plus Bond Sep Acct-Z | — | — | $0 | $206K | 1.2% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $187K | 1.0% | |
| Fid LC Gr Index Fund | — | — | $0 | $169K | 0.9% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $141K | 0.8% | |
| Davis Financial Y Fund | — | — | $0 | $122K | 0.7% | |
| Principal U.S. Property SA-Z | — | — | $0 | $113K | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $113K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $98K | 0.5% | |
| Prin LifeTime Hybr 2045 CIT Z | — | — | $0 | $98K | 0.5% | |
| The American Funds NewWorld R6 | — | — | $0 | $93K | 0.5% | |
| The American Funds EuroPacific Grth R6 Fd | — | — | $0 | $93K | 0.5% | |
| Calvert Balanced I Fund | — | — | $0 | $91K | 0.5% | |
| Northern Global Sustain Idx Fd | — | — | $0 | $84K | 0.5% | |
| Prin LifeTime Hybr 2065 CIT Z | — | — | $0 | $66K | 0.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $57K | 0.3% | |
| Prin LifeTime Hybr 2050 CIT Z | — | — | $0 | $57K | 0.3% | |
| BlackRock Hlth Sci Ops K Fd | — | — | $0 | $56K | 0.3% | |
| MFS Intl Intrinsic Value R6 Fd | — | — | $0 | $52K | 0.3% | |
| Carillon Eagle MidCaGwth R6 Fd | — | — | $0 | $51K | 0.3% | |
| Columbia Overseas Value I3 | — | — | $0 | $46K | 0.3% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $42K | 0.2% | |
| Prin LifeTime Hybr 2055 CIT Z | — | — | $0 | $42K | 0.2% | |
| Prin LifeTime Hybr 2060 CIT Z | — | — | $0 | $29K | 0.2% | |
| Calvert Grth Allocation I Fund | — | — | $0 | $23K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $21K | 0.1% | |
| Parnassus Core Equity I Fund | — | — | $0 | $21K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $1K | <0.1% | |
| Prin Capital Appr SA-Z | — | — | $0 | $1K | <0.1% | |
| Vanguard Value Index Adm Fund | — | — | $0 | $852 | <0.1% |
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