# Curtis C. Gunn, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/curtis-c-gunn-inc-742143518-501

> Curtis C. Gunn, INC.'s Health & Welfare plan: 630 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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