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Original filing (PDF)20250919160440NAL0003286627001
GUNDERLIN, LTD.
Form 5500
FILING_RECEIVED
GUNDERLIN, LTD. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
114
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
28 pooled trusts
Schedule D
39 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUNDERLIN, LTD..
Plan sponsor
Name
GUNDERLIN, LTD.
EIN
59-0691691
Address
3625 EAST 11TH AVENUE · HIALEAH, FL · 33013
Phone
(305) 696-6071
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
2025-09-19
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CHABO, DE FERIA & CO., P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT | 45-1564286 | — | NONE | $24K | — |
| BENCHMARK FINANCIAL WEALTH ADVISORS | — | BOCA RATON, FL | NONE | $13K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $5K | — |
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $2K | — |
| MUTUAL OF OMAHA | 47-0246511 | — | INVESTMENT COMPANY | $0 | — |
Investments
14 direct securities · 28 pooled funds· $12.9M(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.
Common Collective Trust
$9.3M
27 holdings
Uncategorized
$3.6M
14 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $2.3M | 17.7% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $1.7M | 13.0% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $937K | 7.3% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $913K | 7.1% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $746K | 5.8% | |
| Harbor Capital Appreciation Ret Harbor 0 | — | — | — | $701K | 5.4% | |
| STATE STREET RET RIGHT TARGET 2030 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 231 | Common Collective Trust | — | — | $572K | 4.4% | |
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $522K | 4.1% | |
| STATE STREET US INFL PRO BD IDX S/L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $455K | 3.5% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $436K | 3.4% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $408K | 3.2% | |
| T. Rowe Price Growth Stock I T. Rowe Price 0 | — | — | — | $407K | 3.2% | |
| Franklin Growth R6 Franklin 0 | — | — | — | $365K | 2.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $360K | 2.8% | |
| Invesco Global R6 Invesco 0 | — | — | — | $358K | 2.8% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $355K | 2.8% | |
| STATE STREET EMERGING MKT IND SL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $304K | 2.4% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $262K | 2.0% | |
| JHancock III Disc Val Mid Cap R6 John Hancock 0 | — | — | — | $241K | 1.9% | |
| BlackRock High Yield Portfolio K BlackRock 0 | — | — | — | $115K | 0.9% | |
| CALLAN GLIDEPATH 2025 MO GREAT GRAY TRUST · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $107K | 0.8% | |
| STATE STREET RET RIGHT TARGET 2025 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 230 | Common Collective Trust | — | — | $98K | 0.8% | |
| T. Rowe Price Spectrum Cons Alloc I T. Rowe Price 0 204 T. Rowe Price Spectrum Mod Alloc I T. Rowe Price 0 | — | — | — | $76K | 0.6% | |
| CALLAN GLIDEPATH 2020 MO GREAT GRAY TRUST · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $60K | 0.5% | |
| STATE STREET RET RIGHT TARGET 2050 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 235 | Common Collective Trust | — | — | $42K | 0.3% | |
| CALLAN GLIDEPATH 2045 MO GREAT GRAY TRUST · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $10K | <0.1% | |
| STATE STREET RET RIGHT TARGET 2045 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 234 | Common Collective Trust | — | — | $9K | <0.1% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $7K | <0.1% | |
| Nationwide Geneva Small Cap Growth R6 Nationwide 0 | — | — | — | $6K | <0.1% | |
| CALLAN GLIDEPATH 2065 MO GREAT GRAY TRUST · EIN 38-4116834 / PN 508 | Common Collective Trust | — | — | $5K | <0.1% | |
| CALLAN GLIDEPATH 2060 MO GREAT GRAY TRUST · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $3K | <0.1% | |
| CALLAN GLIDEPATH 2055 MO GREAT GRAY TRUST · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $3K | <0.1% | |
| CALLAN GLIDEPATH 2040 MO GREAT GRAY TRUST · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $3K | <0.1% | |
| STATE STREET RET RIGHT TARGET 2055 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 236 | Common Collective Trust | — | — | $3K | <0.1% | |
| CALLAN GLIDEPATH 2050 MO GREAT GRAY TRUST · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $3K | <0.1% | |
| Vanguard Global Equity Inv Vanguard 0 | — | — | — | $3K | <0.1% | |
| STATE STREET RET RIGHT TARGET 2060 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 237 | Common Collective Trust | — | — | $2K | <0.1% | |
| Causeway International Value Instl Causeway 0 98 ClearBridge Small Cap Growth IS Legg Mason 0 | — | — | — | $1K | <0.1% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | — | — | — | $1K | <0.1% | |
| STATE STREET RET RIGHT TARGET 2040 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 233 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET RET RIGHT TARGET 2065 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 238 | Common Collective Trust | — | — | $0 | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
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