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Original filing (PDF)20251014163611NAL0004541344002
GORDON REES SCULLY MANSUKHANI, LLP
Form 5500
FILING_RECEIVED
GORDON REES SCULLY MANSUKHANI, LLP 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
2,831
Accounts w/ balance
2,383
Plan assets (EOY)
$449.5M
Net assets (EOY)
$449.5M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GORDON REES SCULLY MANSUKHANI, LLP.
Plan sponsor
Name
GORDON REES SCULLY MANSUKHANI, LLP
EIN
94-1617026
Address
100 PRINGLE AVENUE · SUITE 300 · WALNUT CREEK, CA · 94596
Phone
(510) 463-8600
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $100K | — |
| ASPIRIANT LLC | 26-1518255 | — | NONE | $36K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | NONE | $28K | — |
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $23K | — |
| PARALLEL ADVISORS LLC | 20-4420591 | — | NONE | $18K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $8K | — |
| MARIN WEALTH ADVISORS LLC | 46-3050979 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO.,INC | 94-1737782 | — | NONE | $3K | — |
Investments
40 direct securities · 1 pooled fund· $439.9M(98% 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.
Uncategorized
$422.7M
40 holdings
Common Collective Trust
$17.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SELF-DIRECTED BROKERAGE ACCOUNTS Stocks, mutual funds, corporate bonds, annuities, - | — | — | — | $59.4M | 13.2% | |
| FIDELITY 500 INDEX FD Registered Investment Company | — | — | — | $56.8M | 12.6% | |
| AMERICAN FD GROWTH FD OF AMERICA R6 Registered Investment Company | — | — | — | $19.0M | 4.2% | |
| AMERICAN FUNDS WASHNGTON MUTUAL R6 Registered Investment Company | — | — | — | $18.8M | 4.2% | |
| WTRISC CIT III METLIFE GAC 25554 WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $17.2M | 3.8% | |
| CARILLON EAGLE MID CAP GR FD R6 Registered Investment Company | — | — | — | $16.5M | 3.7% | |
| FIDELITY TOTAL INTL INDEX Registered Investment Company | — | — | — | $16.4M | 3.7% | |
| T ROWE PRICE RETIREMENT 2035 FD Registered Investment Company | — | — | — | $15.0M | 3.3% | |
| JPMORGAN US RESEARCH ENHANCED EQY R6 Registered Investment Company | — | — | — | $13.8M | 3.1% | |
| FIDELITY US BOND INDEX FD Registered Investment Company | — | — | — | $13.7M | 3.1% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company | — | — | — | $12.8M | 2.9% | |
| FIDELITY EXTENDED MKT INDEX FD Registered Investment Company | — | — | — | $12.5M | 2.8% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R6 Registered Investment Company | — | — | — | $11.3M | 2.5% | |
| COLUMBIA SELIGMAN COMM &INFO INST Registered Investment Company | — | — | — | $11.0M | 2.4% | |
| PIMCO INCM FD INST CL Registered Investment Company | — | — | — | $10.9M | 2.4% | |
| PIMCO TOTAL RETURN FUND INSTL CLASS Registered Investment Company | — | — | — | $10.9M | 2.4% | |
| T ROWE PRICE RETIREMENT 2030 FD Registered Investment Company | — | — | — | $10.8M | 2.4% | |
| DFA US SMALL CAP VALUE PORT INSTL Registered Investment Company | — | — | — | $9.8M | 2.2% | |
| T ROWE PRICE RETIREMENT 2040 FD Registered Investment Company | — | — | — | $9.4M | 2.1% | |
| JPMORGAN MID CAP VALUE R6 Registered Investment Company | — | — | — | $9.3M | 2.1% | |
| T ROWE PRICE RETIREMENT 2045 FD Registered Investment Company | — | — | — | $9.1M | 2.0% | |
| T ROWE PRICE NEW HORIZONS FUND Registered Investment Company | — | — | — | $8.5M | 1.9% | |
| T ROWE PRICE RETIREMENT 2050 Registered Investment Company | — | — | — | $7.7M | 1.7% | |
| T ROWE PRICE RETIREMENT 2025 FD Registered Investment Company | — | — | — | $7.0M | 1.6% | |
| FIDELITY SLCT DEFENSE & AEROSPACE Registered Investment Company | — | — | — | $6.4M | 1.4% | |
| BLACKROCK HEALTH SCIENCES OPP INSTL Registered Investment Company | — | — | — | $6.0M | 1.3% | |
| VIRTUS DUFF PHELPS REAL ESTATE SEC I Registered Investment Company | — | — | — | $5.4M | 1.2% | |
| CALAMOS MARKET NEUTRAL INCM FD CL I Registered Investment Company | — | — | — | $5.3M | 1.2% | |
| CALAMOS TIMPANI SMCAP GRWTH R6 Registered Investment Company | — | — | — | $4.9M | 1.1% | |
| FIDELITY GOVT INCOME FD Registered Investment Company | — | — | — | $4.8M | 1.1% | |
| FIRST EAGLE OVERSEAS FUND CL I Registered Investment Company | — | — | — | $4.4M | 1.0% | |
| T ROWE PRICE RETIREMENT 2055 Registered Investment Company | — | — | — | $4.0M | 0.9% | |
| T ROWE PRICE RETIREMENT 2020 FUND Registered Investment Company | — | — | — | $3.1M | 0.7% | |
| maturing through June 2039 | — | — | — | $3.0M | 0.7% | |
| MFS INTL NEW DISCOVERY R6 Registered Investment Company | — | — | — | $1.9M | 0.4% | |
| THORNBURG DEVELOPING WORLD FD CL Registered Investment Company | — | — | — | $949K | 0.2% | |
| T ROWE PRICE RETIREMENT BALANCE FD Registered Investment Company | — | — | — | $653K | 0.1% | |
| T ROWE PRICE RETIREMENT 2060 FD Registered Investment Company | — | — | — | $620K | 0.1% | |
| T ROWE PRICE RETIREMENT 2065 I Registered Investment Company | — | — | — | $513K | 0.1% | |
| T ROWE PRICE RETIREMENT 2015 FD Registered Investment Company | — | — | — | $308K | <0.1% | |
| T ROWE PRICE RETIREMENT 2010 FD Registered Investment Company | — | — | — | $240K | <0.1% |
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