Back to filter
Original filing (PDF)20251014174329NAL0003422737001
GIBSON OVERSEAS, INC.
Form 5500
FILING_RECEIVED
GIBSON OVERSEAS, INC 401(K) PLAN
401(k) retirement plan
Active participants
281
Accounts w/ balance
195
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
43 pooled trusts
Schedule D
45 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GIBSON OVERSEAS, INC..
Plan sponsor
Name
GIBSON OVERSEAS, INC.
EIN
95-3393699
Address
2410 YATES AVE · COMMERCE, CA · 90040
Phone
(323) 832-8900
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
KELMAN & CHAN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $39K | — |
Investments
2 direct securities · 43 pooled funds· $14.5M(100% 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.
Pooled Separate Account
$12.3M
43 holdings
Uncategorized
$2.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Transamerica Life Ins Co Transamerica Stable Val Option | — | — | — | $1.8M | 12.8% | |
| TRANS ASST ALLC LNG HORIZON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 433 | Pooled Separate Account | — | — | $1.2M | 8.5% | |
| TRANSAMERICA PTNR STOCK IDX RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $1.2M | 8.2% | |
| TA VANGUARD TTL STOCK MKT IDX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $1.0M | 7.2% | |
| AEGON BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 119 | Pooled Separate Account | — | — | $823K | 5.7% | |
| TRANSAMERICA PTNR MD VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $820K | 5.7% | |
| JANUS FORTY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 199 | Pooled Separate Account | — | — | $783K | 5.4% | |
| GOLDMAN SACHS TECH OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 269 | Pooled Separate Account | — | — | $654K | 4.5% | |
| DELAWARE IVY MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 515 | Pooled Separate Account | — | — | $539K | 3.7% | |
| FIDELITY ADV SMALL CAP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 445 | Pooled Separate Account | — | — | $404K | 2.8% | |
| INVESCO GLBL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $396K | 2.7% | |
| TRANSAMERICA LG 2030 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $346K | 2.4% | |
| TRANSAMERICA LG 2040 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $336K | 2.3% | |
| Participants Notes Receivable with an interest rates of 3.25% to 4.25% | — | — | — | $333K | 2.3% | |
| JANUS HENDERSON BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 394 | Pooled Separate Account | — | — | $290K | 2.0% | |
| BLACKROCK EQ DIVIDEND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 240 | Pooled Separate Account | — | — | $288K | 2.0% | |
| FRANKLIN BIOTECH DISCOVERY INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 440 | Pooled Separate Account | — | — | $271K | 1.9% | |
| WMC CORE EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 168 | Pooled Separate Account | — | — | $265K | 1.8% | |
| LOOMIS SAYLES BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $236K | 1.6% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $220K | 1.5% | |
| FRANKLIN MTL QUEST INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 186 | Pooled Separate Account | — | — | $208K | 1.4% | |
| INVESCO AMERICAN FRANCHISE INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 443 | Pooled Separate Account | — | — | $176K | 1.2% | |
| INVESCO MAIN STREET MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 090 | Pooled Separate Account | — | — | $167K | 1.2% | |
| TA VANGUARD REAL ESTATE INDEX OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $161K | 1.1% | |
| COLUMBIA MID CAP VAL INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 397 | Pooled Separate Account | — | — | $158K | 1.1% | |
| COLUMBIA TOTAL RETURN BD INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 398 | Pooled Separate Account | — | — | $155K | 1.1% | |
| TRANSAMERICA LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 290 | Pooled Separate Account | — | — | $131K | 0.9% | |
| TEMPLETON FOREIGN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 143 | Pooled Separate Account | — | — | $126K | 0.9% | |
| AEGON BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | — | — | $123K | 0.9% | |
| TRANS ASST ALLC INTMD HRZN RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 431 | Pooled Separate Account | — | — | $114K | 0.8% | |
| WMC DISCIPLINED US GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | — | — | $102K | 0.7% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $93K | 0.6% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $80K | 0.6% | |
| AMERICAN CENTURY INFADJ BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 266 | Pooled Separate Account | — | — | $52K | 0.4% | |
| TRANSAMERICA AST ALLC SH HRZ RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 429 | Pooled Separate Account | — | — | $50K | 0.3% | |
| TRANSAMERICA PTNR HIGH YIELD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $43K | 0.3% | |
| TA VANGUARD SM-CP VAL IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $42K | 0.3% | |
| TRANSAMERICA LG 2025 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $35K | 0.2% | |
| TRANSAMERICA LG 2055 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $33K | 0.2% | |
| TRANS AST ALLC SH/ITM HRZN RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 430 | Pooled Separate Account | — | — | $28K | 0.2% | |
| COLUMBIA U.S. TREASURY IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 308 | Pooled Separate Account | — | — | $26K | 0.2% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $10K | <0.1% | |
| TRANS ASST ALLC INTD/LNG HRZ RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 432 | Pooled Separate Account | — | — | $9K | <0.1% | |
| TRANSAMERICA LG 2060 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $7K | <0.1% | |
| TRANSAMERICA PTNR CORE BD RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 435 | Pooled Separate Account | — | — | $5K | <0.1% |
Related plans
Other plans using TRANSAMERICA LIFE INSURANCE COMPANY
SAINT-GOBAIN CORPORATION
INVESTMENT ACCOUNT
$2.5B
ARCONIC CORPORATION
ARCONIC CORP. 401(K) PLANS MASTER TRUST
$1.5B
ADIENT US LLC
ADIENT US LLC DEFINED CONTRIBUTION PLANS MASTER TRUST
$1.1B
PROSERVICE PACIFIC, LLC DBA PROSERVICE HAWAII
PROSERVICE HAWAII 401(K) PLAN
$412.6M · 13,591 participants
NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC.
MARINE INDUSTRY RETIREMENT PLAN
$136.2M · 4,068 participants
MODERN HR, INC.
THE CONNECTME 401(K) PLAN
$108.1M · 12,573 participants
Similar-size Wholesale Trade plans
TWIN STAR INTERNATIONAL, INC. D/
TWIN STAR INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRU
$14.6M · 110 participants
DECOR MOULDING LTD.
DECOR MOULDING LTD. 401K PENSION AND PROFIT SHARING PLAN
$14.1M · 79 participants
ALL TILE, LLC
ALL HOLDINGS, LLC 401(K) PLAN AND TRUST
$14.9M · 290 participants
VS AMERICA, INC.
VS AMERICA, INC. 401(K) PLAN
$14.0M · 76 participants
POLLACK & ASSOCIATES, INC.
POLLACK & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN
$15.0M · 48 participants
ARONA CORPORATION
ARONA CORPORATION 401(K) PLAN
$15.0M · 546 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B