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Original filing (PDF)20241010104258NAL0009922067001

GEARBOX SOFTWARE LLC

Form 5500
FILING_RECEIVED
GEARBOX SOFTWARE LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,039
Accounts w/ balance
1,050
Plan assets (EOY)
$84.1M
Net assets (EOY)
$84.1M
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEARBOX SOFTWARE LLC.
Plan sponsor
Name
GEARBOX SOFTWARE LLC
DBA
GEARBOX SOFTWARE LLC
EIN
75-2806132
Address
5757 MAIN STREET · SUITE 500 · FRISCO, TX · 75034
Phone
(972) 312-8202
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-10
Pension benefit codes
3H · Sponsor in controlled / affiliated group
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MOSS ADAMS
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786—RECORDKEEPER$72K—
Advisor / Consultant
2
NameEINLocationRelationDirect compIndirect comp
CAPFINANCIAL PARTNERS LLC26-0058143—ADVISOR$46K—
STRATEGIC ADVISORS, INC.04-2654524—ADVISOR$33K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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