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Original filing (PDF)20251008123000NAL0005844881001
GULF INTERSTATE ENGINEERING COMPANY
Form 5500
FILING_RECEIVED
GULF INTERSTATE ENGINEERING COMPANY SAVINGS PLAN
401(k) retirement plan
Active participants
628
Accounts w/ balance
660
Plan assets (EOY)
$78.9M
Net assets (EOY)
$78.9M
How this plan invests
This plan
4 pooled trusts
Schedule D
21 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GULF INTERSTATE ENGINEERING COMPANY.
Plan sponsor
Name
GULF INTERSTATE ENGINEERING COMPANY
EIN
74-1387676
Address
1080 ELDRIDGE PARKWAY SUITE 500 · HOUSTON, TX · 77077
Phone
(713) 850-3506
Industry
Engineering Services· 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
2025-10-08
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MELTON & MELTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | INVESTMENT ADVISOR | $58K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELTON & MELTON LLP | — | HOUSTON, TX | AUDITOR | $20K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
20 direct securities · 4 pooled funds· $90.6M(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
$78.1M
20 holdings
Pooled Separate Account
$12.5M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $15.4M | 19.6% | |
| American Balanced Fund R4 Mutual Fund | — | — | — | $14.2M | 18.0% | |
| LCG/JP Morgan Inv Mgmt Pooled Separate Account | — | — | — | $9.5M | 12.0% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $9.5M | 12.0% | |
| Guaranteed Income Fund Stable Value Fund | — | — | — | $7.5M | 9.5% | |
| Amer Fund Mutual Fund R4 Mutual Fund | — | — | — | $5.3M | 6.7% | |
| Fidelity Intl Idx Mutual Fund | — | — | — | $3.3M | 4.2% | |
| Vanguard Mid Cap Index Fd Mutual Fund | — | — | — | $2.6M | 3.3% | |
| PGIM Total Return Bond R6 Mutual Fund | — | — | — | $2.4M | 3.0% | |
| T. Rowe Price Mid Cap Value Mutual Fund | — | — | — | $2.1M | 2.7% | |
| Loomis Sayles Bond N Mutual Fund | — | — | — | $2.0M | 2.5% | |
| Van Small Cap Index Admir Mutual Fund | — | — | — | $1.8M | 2.3% | |
| PGIM High Yield R6 Mutual Fund | — | — | — | $1.7M | 2.1% | |
| Neuberger Berman Strategic Income R6 Mutual Fund | — | — | — | $1.5M | 2.0% | |
| Vanguard Inter Grth Fd Admi Mutual Fund | — | — | — | $1.4M | 1.8% | |
| Janus Henderson Enterprise Mutual Fund | — | — | — | $1.4M | 1.8% | |
| Columbia International Div Inc Trst Mutual Fund | — | — | — | $1.3M | 1.7% | |
| Janus Henderson Triton I Mutual Fund | — | — | — | $1.3M | 1.6% | |
| SCV/Victory Fund Pooled Separate Account | — | — | — | $1.2M | 1.5% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $1.2M | 1.5% | |
| Participant Loans 4.25% - 9.50% 0 | — | — | — | $1.1M | 1.4% | |
| Intl Bld /Wellington Pooled Separate Account | — | — | — | $992K | 1.3% | |
| INTNL BLEND (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | — | $992K | 1.3% | |
| REAL ESTATE / COHEN & STEERS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 305 | Pooled Separate Account | — | — | $776K | 1.0% |