Theresa Caldwell signed Gibson Technical Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gibson Technical Services, Inc.'s EIN is 58-2067079.
Download the official 2024 Form 5500 (PDF) for Gibson Technical Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gibson Technical Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $67K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SVCS ADVISORS | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prin LifeTime Hybr 2035 CIT Z | Common Collective Trusts | — | $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 | Common Collective Trusts | — | $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 | Mutual Funds | — | $0 | $865K | 4.8% | |
| T. ROWE PRICE INST FLTING RTE | Other securities | — | $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 | Common Stocks | — | $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 | Common Stocks | — | $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 | Mutual Funds | — | $0 | $495K | 2.8% | |
| Fidelity Total Bond Fund | Mutual Funds | — | $0 | $476K | 2.7% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $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 | Mutual Funds | — | $0 | $357K | 2.0% | |
| Prin SmCap Growth I Sep Acct-Z | Pooled Separate Accounts | — | $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 | Stable Value | — | $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 | Other securities | — | $0 | $323K | 1.8% | |
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | $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 | Common Collective Trusts | — | $0 | $297K | 1.7% | |
| Prin SmCap Value II Sep Acct-Z | Pooled Separate Accounts | — | $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 | Participant loans | — | $0 | $240K | 1.3% | |
| DFA US VECTOR EQ PRTF INST FD | Mutual Funds | — | $0 | $220K | 1.2% | |
| DFA Int'l Small Company I Fd | Mutual Funds | — | $0 | $212K | 1.2% | |
| Prin Core Plus Bond Sep Acct-Z | Pooled Separate Accounts | — | $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 | Common Collective Trusts | — | $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 | Other securities | — | $0 | $122K | 0.7% | |
| Principal U.S. Property SA-Z | Common Stocks | — | $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 | Common Collective Trusts | — | $0 | $98K | 0.5% | |
| The American Funds NewWorld R6 | Mutual Funds | — | $0 | $93K | 0.5% | |
| The American Funds EuroPacific Grth R6 Fd | Mutual Funds | — | $0 | $93K | 0.5% | |
| Calvert Balanced I Fund | Other securities | — | $0 | $91K | 0.5% | |
| Northern Global Sustain Idx Fd | Common Collective Trusts | — | $0 | $84K | 0.5% | |
| Prin LifeTime Hybr 2065 CIT Z | Common Collective Trusts | — | $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 | Common Collective Trusts | — | $0 | $57K | 0.3% |
