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Original filing (PDF)20251012150257NAL0000139459001
GETSALES, INC.
Form 5500
FILING_RECEIVED
GETSALES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
34% in single holding~109 bps in Sched C fees
Active participants
176
Accounts w/ balance
167
Plan assets (EOY)
$927K
Net assets (EOY)
$927K
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Empower Fidelity Freedom Index 2060 Inst Prem" is 34% of plan.
Helping the score
- Below-peer total fees (109 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GETSALES, INC..
Plan sponsor
Name
GETSALES, INC.
EIN
82-3981739
Address
3900 N. CAPITAL OF TEXAS HWY STE 50 · AUSTIN, TX · 78746
Phone
(734) 355-1860
Industry
Admin Support & Waste Mgmtsee 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
2025-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PEGGY S. EDGE, CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | INVESTMENT ADVISOR | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $385 | — |
Investments
19 direct securities· $926K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Fidelity Freedom Index 2060 Inst Prem | — | — | — | $316K | 34.1% | |
| Empower Fidelity 500 Index Fund | — | — | — | $280K | 30.2% | |
| Empower Fidelity Freedom Index 2065 Inst Prem | — | — | — | $119K | 12.9% | |
| Empower Fidelity Freedom Index 2055 Inst Prem | — | — | — | $58K | 6.2% | |
| Empower Fidelity Freedom Index 2045 Inst Prem | — | — | — | $36K | 3.8% | |
| Empower Fidelity MidCap Index Fund | — | — | — | $19K | 2.1% | |
| Empower Fidelity International Index | — | — | — | $18K | 1.9% | |
| Empower Fidelity Freedom Index 2030 Inst Prem | — | — | — | $16K | 1.7% | |
| Empower Putnam Large Cap Growth | — | — | — | $15K | 1.6% | |
| Empower Fidelity Freedom Index 2050 Inst Prem | — | — | — | $10K | 1.1% | |
| Empower Fidelity Emerging Markets Index | — | — | — | $9K | 1.0% | |
| Empower American Century Sustainable Equity | — | — | — | $7K | 0.8% | |
| Empower Fidelity Small Cap Index | — | — | — | $7K | 0.7% | |
| Empower AllSpring Small Company Value | — | — | — | $4K | 0.4% | |
| Empower AB Small Cap Growth | — | — | — | $4K | 0.4% | |
| Empower Alger Mid Cap Growth | — | — | — | $4K | 0.4% | |
| Empower Fidelity Real Estate Index | — | — | — | $3K | 0.3% | |
| Empower DFA Inflation-Protected Securities | — | — | — | $2K | 0.2% | |
| Empower Fidelity US Bond Index | — | — | — | $1K | 0.1% |
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