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Original filing (PDF)20251009133751NAL0011046352001
GIBSON BRANDS, INC.
Form 5500
FILING_RECEIVED
GIBSON BRANDS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,254
Accounts w/ balance
1,114
Plan assets (EOY)
$53.5M
Net assets (EOY)
$53.5M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GIBSON BRANDS, INC..
Plan sponsor
Name
GIBSON BRANDS, INC.
EIN
73-1244520
Address
209 10TH AVE S · SUITE 460 · NASHVILLE, TN · 37203
Phone
(615) 871-4500
Industry
Manufacturingsee 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
2025-10-09
Pension benefit codes
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $95K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRAFT CPAS, PLLC | 62-0713250 | — | ACCOUNTANT/AUDITOR | $9K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities · 1 pooled fund· $53.5M(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
$52.6M
25 holdings
Mutual Funds
$472K
1 holding
Common Collective Trust
$423K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $7.0M | 13.1% | |
| Harbor Capital Appreciation Fund RetirementClass | — | — | — | $6.5M | 12.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $6.2M | 11.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $4.0M | 7.5% | |
| Vanguard Federal Money Market Fund InvestorShares | — | — | — | $3.1M | 5.8% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.9M | 5.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.9M | 5.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.3M | 4.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $2.1M | 3.9% | |
| JP Morgan Equity Income R6 | — | — | — | $1.6M | 3.0% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.6M | 3.0% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.3M | 2.5% | |
| Fidelity Extended Market Index Fund | — | — | — | $1.3M | 2.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.3M | 2.5% | |
| Hotchkis & Wiley Small Cap Diversified Value Fund Class I | — | — | — | $1.3M | 2.4% | |
| PGIM Total Return Bond Fund - Class R6 | — | — | — | $1.3M | 2.3% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $1.0M | 1.9% | |
| Vanguard Retirement Income Fund | — | — | — | $1.0M | 1.9% | |
| Conestoga Small Cap Institution Class | — | — | — | $830K | 1.6% | |
| Fidelity Global ex U.S Index Fund | — | — | — | $750K | 1.4% | |
| 2029; secured by participant account balances -0- | — | — | — | $723K | 1.4% | |
| DFA World ex U.S. Value Port InstitutionClass | — | — | — | $674K | 1.3% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $488K | 0.9% | |
| American Funds EuroPacific Growth Fund Class R6 | Mutual Funds | — | — | $472K | 0.9% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $423K | 0.8% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $269K | 0.5% | |
| DFA International Small Company PortfolioInstitutional Class | — | — | — | $45K | <0.1% |