Back to filter
Original filing (PDF)20250801050603NAL0003025939001
GULFSTREAM SERVICES INC.
Form 5500
FILING_RECEIVED
GULFSTREAM SERVICES 401K & PSP
401(k) retirement plan
Active participants
127
Accounts w/ balance
118
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
34 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
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GULFSTREAM SERVICES INC..
Plan sponsor
Name
GULFSTREAM SERVICES INC.
EIN
72-0851502
Address
231 DEVELOPMENT STREET · HOUMA, LA · 70363
Phone
(985) 655-6527
Industry
Real Estatesee 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
2025-08-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LAPORTE APAC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LCJ ASSOCIATES | — | BROOKLYN, NY | ADVISOR | $0 | — |
Investments
34 direct securities· $10.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN LG CP GR - R2 | Registered Investment Companies | — | — | $1.8M | 17.7% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.2M | 11.5% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.0M | 9.7% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $814K | 7.8% | |
| DWS S&P 500 INDEX FUND-A | Registered Investment Companies | — | — | $615K | 5.9% | |
| VICTORY ESTABLISHED VALUE R | Registered Investment Companies | — | — | $580K | 5.6% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $475K | 4.6% | |
| FIDELITY NASDAQ COMPOSITE IDX | Registered Investment Companies | — | — | $447K | 4.3% | |
| DWS GLOBAL SMALL CAP A | Registered Investment Companies | — | — | $421K | 4.1% | |
| PGIM JENNISON MID-CAP GROWTH R | Registered Investment Companies | — | — | $413K | 4.0% | |
| DWS TOTAL RETURN BOND A | Registered Investment Companies | — | — | $402K | 3.9% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $399K | 3.8% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $259K | 2.5% | |
| FRANKLIN SMALL CAP VALUE FD-R | Registered Investment Companies | — | — | $248K | 2.4% | |
| JPM EQUITY PREMIUM INCOME R5 | Registered Investment Companies | — | — | $174K | 1.7% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $173K | 1.7% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $130K | 1.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $97K | 0.9% | |
| AMERFDS 2015 TARG DATE RET-R4 | Registered Investment Companies | — | — | $74K | 0.7% | |
| VOYA CORPORATE LEADERS 100 I | Registered Investment Companies | — | — | $71K | 0.7% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $63K | 0.6% | |
| PGIM JENNISON SMALL COMPANY R | Registered Investment Companies | — | — | $57K | 0.5% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $52K | 0.5% | |
| INVESCO EQUITY AND INCOME R | Registered Investment Companies | — | — | $47K | 0.5% | |
| EVSHORTDURATIONINFLATIONPROTFD | Registered Investment Companies | — | — | $27K | 0.3% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $20K | 0.2% | |
| FRANKLIN REAL ESTATE SEC - A | Registered Investment Companies | — | — | $11K | 0.1% | |
| AMF AMERICAN HIGH INCOME - R4 | Registered Investment Companies | — | — | $8K | <0.1% | |
| VANGUARD EUROPEAN STK IDX ADM | Registered Investment Companies | — | — | $8K | <0.1% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD PACIFIC STOCK IDX ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| DWS REAL ASSETS R | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2K | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Real Estate plans
FARNAM STREET FINANCIAL, INC.
FARNAM STREET FINANCIAL, INC. RETIREMENT PLAN
$10.4M · 29 participants
FRANCOTYP-POSTALIA INC
FRANCOTYP-POSTALIA INC 401(K) PLAN
$10.4M · 119 participants
D & L METERS AND INSTRUMENT SERVICE
D & L METERS AND INSTRUMENT SERVICE, INC. PROFIT SHARING PLAN
$10.3M · 36 participants
MULLEN INDUSTRIAL HANDLING CORP
MULLEN INDUSTRIAL HANDLING CORPORATION RETIREMENT PLAN
$10.5M · 43 participants
FAGEN CRANE & EQUIPMENT, LLC
FAGEN ENTITIES 401(K) PLAN
$10.2M · 64 participants
SWIRE ENERGY SERVICES LLC
SWIRE COMPANIES 401K PLAN
$10.2M · 57 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants