Filings through Oct 24, 2026.

Retirement plan

Gse Performance Solutions, LLC 401(k) Plan

Name: GSE PERFORMANCE SOLUTIONS, LLC - GSE PERFORMANCE SOLUTIONS, LLC 401(K) PLAN (2025) Form 5500
Creator: GSE PERFORMANCE SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GSE PERFORMANCE SOLUTIONS, LLC 401(K) PLAN, GSE PERFORMANCE SOLUTIONS, LLC

Gse Performance Solutions, LLCEIN 06-1230714Plan #001PY 2025Filed Sep 29, 2026

7067 COLUMBIA GATEWAY DR, STE 100 - COLUMBIA, MD 210463408410-970-7957

Prospect flagsLow returnsFew collective trustsFund lineup: 16 funds, $45.6M

How to read this page

Total assets (EOY)

$50.3M

No prior year

Total participants

366

No prior year

Average account balance

$149,322

No prior year

Annual return

11.64%

No prior year

Benchmarks

See 6,114 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,114 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP1+ years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290	Contract Administrator	$45,551
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624	Advisory (Participants)	$39,992

Fund lineup

CSV with Pro

16 funds of $250K or more; 23 lines in all, holding $45.6M of the plan's $50.3M. From the 2025 filing. Recordkeeper: Principal.

In collective trusts<1%median 0% for plans of $50M to $250M (12,424 plans)

In index funds24%median 25% for plans of $50M to $250M (12,424 plans)

In the main target-date series53%median 37% for plans of $50M to $250M (12,424 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 53% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages	Vanguard	Mutual fund	$24.2M	53.1%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$7.6M	16.6%
Principal Guaranteed Option Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$4.8M	10.5%
Pooled Separate Accounts Principal Life Insurance Company Principal · Insurance contract Recordkeeper's own fund	Principal	Insurance contract	$3.1M	6.7%
JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$1.1M	2.5%
Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$995K	2.2%
Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$968K	2.1%
Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$968K	2.1%
Columbia Sel MidCp Value I3 Fd Ameriprise (Columbia Threadneedle) · Mutual fund	Ameriprise (Columbia Threadneedle)	Mutual fund	$441K	1.0%
Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$419K	0.9%

See the other 13 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$86K

$475 / participant

Investment mgmt$40K46.8%
Contract admin$46K53.2%

% of EOY assets

0.170%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CITRIN COOPERMAN & COMPANY, LLP
Auditor EIN: 222428965
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL FINANCIAL GROUP1+ years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$45,551

CREATIVE PLANNING LLC1+ years

Filed as: CREATIVE PLANNING, LLC

Service code 26 · EIN 84-4519624

Advisory (Participants)

$39,992

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 10 vintages

$24.2M

53.1%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$7.6M

16.6%

Principal Guaranteed Option

Principal · Insurance contract

Recordkeeper's own fund

$4.8M

10.5%

Pooled Separate Accounts Principal Life Insurance Company

Principal · Insurance contract

Recordkeeper's own fund

$3.1M

6.7%

JPMorgan Equity Income Fund Class R6

JPMorgan · Mutual fund

$1.1M

2.5%

Vanguard Small-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$995K

2.2%

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$968K

2.1%

Vanguard Total International Bond Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$968K

2.1%

Columbia Sel MidCp Value I3 Fd

Ameriprise (Columbia Threadneedle) · Mutual fund

$441K

1.0%

Vanguard Developed Markets Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$419K

0.9%

Gse Performance Solutions, LLC 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Gse Performance Solutions, LLC 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion