Plan Snapshot
- Plan Sponsor: G And E Healthcare Services, LLC
- Sponsor EIN: 954708467
- Sponsor Address: 445 SOUTH FAIR OAKS AVENUE, PASADENA, CA, 91105
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $226,639 | $366,030 |
| 2023 | 344 | $2.1M | $495,545 | $801,269 |
| 2022 | 361 | $358,048 | $110,455 | $171,155 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $16,546 | — | $16,546 |
| WALTERS & SKLYAR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,546
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 | $12,860 | $2,123 | $2,200 | — | — |
| 2023 | $10,817 | $1,798 | $1,175 | — | — |
| 2022 | $2,167 | $44 | $2,123 | — | — |