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Original filing (PDF)20251013110328NAL0000513859001
GABLES ENGINEERING, INC.
Form 5500
FILING_RECEIVED
GABLES ENGINEERING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
51% in single holdingNo recordkeeper disclosed
Active participants
238
Accounts w/ balance
263
Plan assets (EOY)
$93.9M
Net assets (EOY)
$93.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "PERSONAL CHOICE RETIREMENT" is 51% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GABLES ENGINEERING, INC..
Plan sponsor
Name
GABLES ENGINEERING, INC.
EIN
59-0561349
Address
247 GRECO AVENUE · CORAL GABLES, FL · 33146
Phone
(305) 774-4400
Industry
Manufacturingsee all
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERKOWITZ POLLACK BRANT ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $36K | — |
| BRINKER CAPITAL INVESTMENTS LL | 32-0070947 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $408 | — |
Investments
24 direct securities · 1 pooled fund· $93.9M(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
$90.3M
24 holdings
Common Collective Trust
$3.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PERSONAL CHOICE RETIREMENT | — | — | — | $48.0M | 51.1% | |
| VANGUARD FED MONEY MARKET | — | — | — | $7.0M | 7.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | — | — | — | $6.0M | 6.4% | |
| VANGUARD INSTITUTION AL INDEX | — | — | — | $5.3M | 5.7% | |
| GALLIARD STABLE RETURN FUND C1 SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.8% | |
| CARILLON EAGLE MDCP GROWTH R6 | — | — | — | $3.5M | 3.8% | |
| BLACKROCK LIFEPATH IDX RTRMT K | — | — | — | $3.4M | 3.6% | |
| VANGUARD VALUE INDEX ADM | — | — | — | $2.4M | 2.6% | |
| LOOMIS SAYLES CORE PLUS BOND N | — | — | — | $2.1M | 2.2% | |
| MFS INTL INTRINSIC VALUE R6 | — | — | — | $1.9M | 2.0% | |
| BLACKROCK LIFEPATH IDX 2040 K | — | — | — | $1.8M | 1.9% | |
| BLACKROCK LIFEPATH IDX 2035 K | — | — | — | $1.7M | 1.9% | |
| BLACKROCK LIFEPATH IDX 2030 K | — | — | — | $1.1M | 1.2% | |
| VICTORY SYC EST VALUE R6 | — | — | — | $1.0M | 1.1% | |
| HARBOR SMALL CAP GROWTH RETIRE | — | — | — | $917K | 1.0% | |
| BLACKROCK LIFEPATH IDX 2050 K | — | — | — | $767K | 0.8% | |
| AMERICAN BEACON SMCAP VA R6 | — | — | — | $717K | 0.8% | |
| Notes Receivable From Participants | — | — | — | $715K | 0.8% | |
| VANGUARD TTL BOND MKT IDX ADM | — | — | — | $667K | 0.7% | |
| BLACKROCK LIFEPATH IDX 2055 K | — | — | — | $612K | 0.7% | |
| VANGUARD EXTENDED MKT INDX ADM | — | — | — | $296K | 0.3% | |
| VANGUARD TOT INTL STK IDX ADM | — | — | — | $131K | 0.1% | |
| BLACKROCK LIFEPATH IDX 2045 K | — | — | — | $130K | 0.1% | |
| BLACKROCK LIFEPATH IDX 2065 K | — | — | — | $124K | 0.1% | |
| BLACKROCK LIFEPATH IDX 2060 K | — | — | — | $13K | <0.1% |