Plan Snapshot
- Plan Sponsor: Curtis C. Gunn, INC.
- Sponsor EIN: 742143518
- Sponsor Address: 227 BROADWAY, SAN ANTONIO, TX, 78205
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 630
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 630 | $2.2M | $2.8M | $2.4M |
| 2023 | 842 | $1.9M | $2.9M | $2.3M |
| 2022 | 886 | $1.5M | $3.1M | $2.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GROUP & PENSION ADMINISTRATORS, INC | Recordkeeper | $208,889 | — | $208,889 |
| GUNN GP, LLC | Other Service Provider | $65,741 | — | $65,741 |
| FORVIS LLP | Other Service Provider | $20,375 | — | $20,375 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $295,005
- Estimated Expense Ratio: 13.515% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $401,933 | — | $401,933 | — | — |
| 2023 | $390,400 | — | $367,746 | — | — |
| 2022 | $445,105 | — | $421,240 | — | $20,688 |