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GMS HOLDINGS INC — GARRETT HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015114246NAL0006140800001
GMS HOLDINGS INC
Form 5500
FILING_RECEIVED
GARRETT HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
502
Accounts w/ balance
596
Plan assets (EOY)
$64.4M
Net assets (EOY)
-$40.2M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GMS HOLDINGS INC
.
Find decision makers
Plan sponsor
Name
GMS HOLDINGS INC
EIN
92-0339701
Address
32 ENTERPRISE DRIVE · OAKLAND, MD · 21550
Phone
(301) 334-8186
Industry
Mining, Quarrying, Oil & Gas
see 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
2025-10-15
Pension benefit codes
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BRADY, WARE AND SCHOENFELD, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $64.4M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Garrett Holdings, Inc. Common Stock of Garrett Holdings, Inc. 1,000,000 shares.
—
—
$120.3M
$64.4M
100.0%
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Knocking points off
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