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Original filing (PDF)20251015162042NAL0005405153001
GULFTECH INTERNATIONAL INC.
Form 5500
FILING_RECEIVED
GULFTECH RETIREMENT PLAN
401(k) retirement plan
Signals · 1
37% in single holding
Active participants
419
Accounts w/ balance
555
Plan assets (EOY)
$91.0M
Net assets (EOY)
$91.0M
How this plan invests
This plan
14 pooled trusts
Schedule D
14 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
82
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: PUTNAM LARGE CAP VALUE TRUST II (extraction pending)]" is 37% of plan.
- 33 bps in Schedule C fees — 108% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GULFTECH INTERNATIONAL INC..
Plan sponsor
Name
GULFTECH INTERNATIONAL INC.
EIN
84-1123343
Address
7304 SOUTH JOLIET ST., SUITE 300 · CENTENNIAL, CO · 80112
Phone
(303) 592-4853
Industry
Manufacturingsee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $92K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT ADVISORY | $61K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | 13-3891517 | — | AUDIT | $130K | — |
Investments
14 pooled funds· $21.3M(23% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM LARGE CAP VALUE TRUST II CLA PUTNAM · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $7.8M | 8.6% | |
| PGIM TOTAL RETURN BOND CLASS U PGIM · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $5.5M | 6.1% | |
| PRINCIPAL LIFETIME HYBRID CIT 2050 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $1.4M | 1.6% | |
| PRINCIPAL LIFETIME HYBRID CIT 2045 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $1.1M | 1.2% | |
| PRINCIPAL LIFETIME HYBRID CIT 2030 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $1.1M | 1.2% | |
| PRINCIPAL LIFETIME HYBRID CIT 2060 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $1.0M | 1.1% | |
| PRINCIPAL LIFETIME HYBRID CIT 2055 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $943K | 1.0% | |
| PRINCIPAL LIFETIME HYBRID CIT 2040 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $713K | 0.8% | |
| PRINCIPAL LIFETIME HYBRID CIT 2035 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $707K | 0.8% | |
| PRINCIPAL LIFETIME HYBRID CIT 2025 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $529K | 0.6% | |
| PRINCIPAL LIFETIME HYBRID CIT 2020 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $324K | 0.4% | |
| PRINCIPAL LIFETIME HYBRID CIT 2015 PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $72K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID CIT 2065 PRINCIPAL · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $54K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID CIT INCOM PRINCIPAL · EIN 26-6447574 / PN 889 | Common Collective Trust | — | — | $9K | <0.1% |
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