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Original filing (PDF)20250710104449NAL0014940162001
GDH CONSULTING, INC.
Form 5500
FILING_RECEIVED
GDH CONSULTING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
364
Accounts w/ balance
216
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.3M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 55 bps in Schedule C fees — 89% above peer band of 29 bps.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GDH CONSULTING, INC..
Plan sponsor
Name
GDH CONSULTING, INC.
EIN
73-1610918
Address
6100 SOUTH YALE AVENUE · SUITE 1000 · TULSA, OK · 74136
Phone
(918) 392-1600
Industry
Professional & Technical Servicessee 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
2025-07-10
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOGAN TAYLOR LLP
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, TX | RECORDKEEPER | $57K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $32K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $6K | — |
Investments
23 direct securities· $17.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $3.4M | 19.6% | |
| MFS Lifetime 2035 Fund | — | — | — | $2.6M | 15.1% | |
| MFS Lifetime 2055 Fund | — | — | — | $1.9M | 11.0% | |
| MFS Lifetime 2040 Fund | — | — | — | $1.7M | 9.7% | |
| MFS Lifetime 2030 Fund | — | — | — | $1.0M | 5.9% | |
| MFS Lifetime 2050 Fund | — | — | — | $1.0M | 5.9% | |
| Franklin Templeton Franklin Growth Fund | — | — | — | $969K | 5.6% | |
| MFS Lifetime 2045 Fund | — | — | — | $947K | 5.5% | |
| Vanguard Mid Cap Index Fund | — | — | — | $946K | 5.4% | |
| Vanguard Small Cap Index Fund | — | — | — | $713K | 4.1% | |
| MFS Lifetime 2025 Fund | — | — | — | $404K | 2.3% | |
| Dodge & Cox Stock Fund | — | — | — | $357K | 2.1% | |
| MFS Lifetime 2060 Fund | — | — | — | $275K | 1.6% | |
| Vanguard Developed Markets Index Fund | — | — | — | $233K | 1.3% | |
| Vanguard Short-Term Bond Fund Index Fund | — | — | — | $217K | 1.3% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | — | — | — | $127K | 0.7% | |
| MFS Lifetime Income Fund | — | — | — | $112K | 0.6% | |
| with various maturities - | — | — | — | $109K | 0.6% | |
| American Funds EuroPacific Growth Fund | — | — | — | $107K | 0.6% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $74K | 0.4% | |
| American Funds New World Fund | — | — | — | $70K | 0.4% | |
| Metropolitan West Total Return Bond Fund | — | — | — | $36K | 0.2% | |
| MFS Lifetime 2065 Fund | — | — | — | $9K | <0.1% |