Back to filter
Original filing (PDF)20251014171849NAL0003487665001
GULFSIDE SUPPLY, INC. DBA GULFEAGLE SUPPLY
Form 5500
FILING_RECEIVED
GULFEAGLE SUPPLY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,647
Accounts w/ balance
1,519
Plan assets (EOY)
$55.5M
Net assets (EOY)
$55.5M
How this plan invests
This plan
12 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GULFSIDE SUPPLY, INC. DBA GULFEAGLE SUPPLY.
Plan sponsor
Name
GULFSIDE SUPPLY, INC. DBA GULFEAGLE SUPPLY
EIN
59-1431473
Address
2900 E. 7TH AVE. · TAMPA, FL · 33605
Phone
(813) 636-9808
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $25K | — |
Investments
20 direct securities · 12 pooled funds· $55.5M(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
$27.8M
20 holdings
Common Collective Trust
$27.7M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT 2030 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $8.4M | 15.1% | |
| Vanguard 500 Index Fund - Admiral Mutual Fund | — | — | — | $6.8M | 12.3% | |
| T ROWE PRICE RETIREMENT 2040 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $4.4M | 7.9% | |
| T ROWE PRICE RETIREMENT 2025 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $4.2M | 7.5% | |
| American Century Growth R6 Mutual Fund | — | — | — | $3.7M | 6.7% | |
| T ROWE PRICE RETIREMENT 2035 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.8M | 5.1% | |
| T ROWE PRICE RETIREMENT 2045 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.7M | 4.8% | |
| Delaware International Growth R6 Mutual Fund 537 DFA International Value I Mutual Fund | — | — | — | $2.4M | 4.4% | |
| American Funds American Mutual R6 Mutual Fund | — | — | — | $2.4M | 4.3% | |
| T ROWE PRICE RETIREMENT 2020 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.5% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $1.8M | 3.2% | |
| T ROWE PRICE RETIREMENT 2050 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.6% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | — | — | — | $1.3M | 2.4% | |
| Vanguard Mid Cap Index Adm Mutual Fund | — | — | — | $1.2M | 2.1% | |
| Dodge & Cox Income Fund - I Mutual Fund | — | — | — | $1.0M | 1.8% | |
| Participant loans 4.25% - 9.50% | — | — | — | $979K | 1.8% | |
| T ROWE PRICE RETIREMENT 2055 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $977K | 1.8% | |
| Invesco Discovery R6 Mutual Fund 6 Invesco Global R6 Mutual Fund | — | — | — | $954K | 1.7% | |
| MFS International Diversification R6 Mutual Fund | — | — | — | $870K | 1.6% | |
| EI Fixed Account - Series Class II Fixed Annuity | — | — | — | $799K | 1.4% | |
| BlackRock Inflation Prted Bd BlackRock K Mutual Fund | — | — | — | $672K | 1.2% | |
| T ROWE PRICE RETIREMENT 2060 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $584K | 1.1% | |
| MFS Massachusetts Investors Tr R6 Mutual Fund | — | — | — | $506K | 0.9% | |
| Macquarie Mid Cap Growth R6 Mutual Fund | — | — | — | $498K | 0.9% | |
| Vanguard Information Technology IDX Adm Mutual Fund | — | — | — | $486K | 0.9% | |
| American Funds New World R6 Mutual Fund | — | — | — | $478K | 0.9% | |
| MFS New Discovery Value R6 Mutual Fund | — | — | — | $476K | 0.9% | |
| American Equity Life Insurance Contract Guaranteed Account | — | — | — | $216K | 0.4% | |
| All Spring Special Mid Cap Value R6 Mutual Fund | — | — | — | $190K | 0.3% | |
| T ROWE PRICE RETIREMENT 2065 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $157K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $98K | 0.2% | |
| T ROWE PRICE RETIREMENT 2015 TR-C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $90K | 0.2% |