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Original filing (PDF)20251008121152NAL0002985891001
GUNSTER, YOAKLEY & STEWART, P.A.
Form 5500
FILING_RECEIVED
GUNSTER RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
495
Accounts w/ balance
559
Plan assets (EOY)
$242.7M
Net assets (EOY)
$242.7M
How this plan invests
This plan
11 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)
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.
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUNSTER, YOAKLEY & STEWART, P.A..
Plan sponsor
Name
GUNSTER, YOAKLEY & STEWART, P.A.
EIN
59-1450702
Address
777 SOUTH FLAGLER DRIVE · SUITE 500 EAST · WEST PALM BEACH, FL · 33401
Phone
(561) 655-1980
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENTS COMPANY | — | OAKS, PA | ADVISOR | $63K | — |
| CAP FINANCIAL LLC | — | AMBER, PA | ADVISOR | $34K | — |
| NORTH PIER FIDUCIARY MANAGEMENT | — | MARINA DEL REY, CA | ADVISOR | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA PENSION SYSTEMS | — | FORT LAUDERDALE, FL | TPA | $22K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | BOCA RATON, FL | ACCOUNTANT | $19K | — |
Investments
27 direct securities · 11 pooled funds· $280.2M(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
$219.1M
27 holdings
Common Collective Trust
$45.6M
10 holdings
Pooled Separate Account
$15.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT SP 500 Idx NonLend Tier 4 | — | — | — | $30.3M | 12.5% | |
| SIIT Core Fixed Income A | — | — | — | $29.2M | 12.0% | |
| SIIT World Equity Ex-US A | — | — | — | $28.9M | 11.9% | |
| Wilmington Mod Mgd Acct Prt CT | — | — | — | $25.1M | 10.3% | |
| MODERATE MANAGED ACCOUNT WILMINGTON TRUST · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $25.1M | 10.3% | |
| SIIT US Equity Factor Alloc A | — | — | — | $15.5M | 6.4% | |
| NYL Insurance Anchor IV | — | — | — | $15.5M | 6.4% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $15.5M | 6.4% | |
| SSgA S&P 500 Index Non-Lend K | — | — | — | $13.4M | 5.5% | |
| SIIT Dyn Asset Allocation A | — | — | — | $12.1M | 5.0% | |
| SIIT Real Return Fund A | — | — | — | $9.3M | 3.8% | |
| SIIT Emerg Mkts Debt A | — | — | — | $7.6M | 3.1% | |
| SIIT High Yield Bond A | — | — | — | $7.6M | 3.1% | |
| SSgA Russell Sm MC Idx NL K | — | — | — | $7.4M | 3.1% | |
| MFS MID CAP GROWTH WILMINGTON TRUST · EIN 38-4126294 / PN 184 | Common Collective Trust | — | — | $4.1M | 1.7% | |
| HARBOR CAP APPRECIATION HARBOR TRUST · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $4.0M | 1.6% | |
| NT Aggr Bd Idx Non Lend Tier 4 | — | — | — | $3.3M | 1.4% | |
| MFS LARGE CAP VALUE WILMINGTON TRUST · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $3.3M | 1.4% | |
| NT Ext Eq Mkt Idx NonLendTr 4 | — | — | — | $2.8M | 1.1% | |
| MFS MID CAP VALUE WILMINGTON TRUST · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.7M | 1.1% | |
| GG EUROPACIFIC GROWTH WILMINGTON TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.5M | 1.0% | |
| Allspring Spc Sm Cap Value R6 | — | — | — | $1.7M | 0.7% | |
| NT ACWI exUS IMI NonLend Tier | — | — | — | $1.6M | 0.7% | |
| Wilmington Cons Mgd Act Prt CT | — | — | — | $1.4M | 0.6% | |
| CONSERVATIVE MANAGED ACCOUNT WILMINGTON TRUST · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $1.4M | 0.6% | |
| Wilmington Aggr Mgd Act Prt CT | — | — | — | $1.3M | 0.5% | |
| AGGRESSIVE MANAGED ACCOUNT WILMINGTON TRUST · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| FIAM Core Plus Comm Pool I | — | — | — | $1.2M | 0.5% | |
| Wilmington Grw Mgd Acct Prt CT | — | — | — | $717K | 0.3% | |
| GROWTH MANAGED ACCOUNT WILMINGTON TRUST · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $717K | 0.3% | |
| Grandeur Peak Global Opp Inst | — | — | — | $716K | 0.3% | |
| Principal SmCap Grwth I R6 | — | — | — | $652K | 0.3% | |
| Participant loans | — | — | — | $561K | 0.2% | |
| Wilmington Inc Mgd Acct Prt CT | — | — | — | $542K | 0.2% | |
| INCOME MANAGED ACCOUNT WILMINGTON TRUST · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $542K | 0.2% | |
| Principal Real Estate Sec R6 | — | — | — | $406K | 0.2% | |
| Driehaus Emerging Mkts Gr Inst | — | — | — | $280K | 0.1% | |
| JPMorgan US Govt MMkt Cap CI | — | — | — | $41K | <0.1% |