· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GRAHAM, BORDELON, GOLSON & GILBERT, INC. — GRAHAM, BORDELON, GOLSON & GILBERT, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250210083603NAL0034304162001
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
Form 5500-SF
FILING_RECEIVED
GRAHAM, BORDELON, GOLSON & GILBERT, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
.
Find decision makers
Plan sponsor
Name
GRAHAM, BORDELON, GOLSON & GILBERT, INC.
EIN
72-1045872
Address
2401 TOWER DRIVE · MONROE, LA · 71201
Phone
(318) 322-7157
Industry
Finance & Insurance
see 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
2025-02-10
Pension benefit codes
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
KEVIN L. MURPHY
KEVIN L. MURPHY 401K PROFIT SHARING PLAN
$4.3M · 27 participants
HARBORVIEW INVESTMENTS LLC
HARBORVIEW INVESTMENTS LLC 401K PROFIT SHARING PLAN
$4.3M · 8 participants
CORINTHIAN PARTNERS LLC
CORINTHIAN PARTNERS LLC 401(K) PLAN
$4.3M · 4 participants
GUZMAN & COMPANY
GUZMAN & COMPANY 401(K) PROFIT SHARING PLAN AND TRUST
$4.3M · 24 participants
KARBAN FINANCIAL, LLC
RAK 401(K) PLAN
$4.3M · 6 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
VERSANT CAPITAL MANAGEMENT, INC.
VERSANT CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
$4.3M · 21 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
