· 2022–2024 · DOL EFAST2
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Original filing (PDF)
20260216172422NAL0005655315001
GT DISTRIBUTORS, INC.
Form 5500
FILING_RECEIVED
GT DISTRIBUTORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
97% in single holding
No recordkeeper disclosed
Active participants
129
Accounts w/ balance
227
Plan assets (EOY)
$10.5M
Net assets (EOY)
$9.8M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Participation health
100
Knocking points off
Top holding "Allocated – 532,107 shares" is 97% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GT DISTRIBUTORS, INC.
.
Find decision makers
Plan sponsor
Name
GT DISTRIBUTORS, INC.
EIN
74-2339528
Address
P.O. BOX 16080 · AUSTIN, TX · 787616080
Phone
(404) 866-2764
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-16
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
Audit & trust (Schedule H)
Auditor
JASON UNDERWOOD CPA, PLCC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $10.2M
(98% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Allocated – 532,107 shares
—
—
$12.1M
$9.9M
94.7%
Unallocated – 17,893 shares
—
—
$407K
$333K
3.2%
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