Plan Snapshot
- Plan Sponsor: G. F. Management, LLC
- Sponsor EIN: 202277319
- Sponsor Address: 8 PENN CENTER, PHILADELPHIA, PA, 191032125
- Plan Type: 401(k)
- Total Participants: 810
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 810 | $9.1M | $293,882 | $782,350 |
| 2023 | 746 | $7.9M | $241,198 | $721,941 |
| 2022 | 494 | $6.0M | $60,361 | $414,056 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $8,412 | — | $8,412 | — | — |
| 2023 | $6,566 | — | $6,566 | — | — |
| 2022 | $4,548 | — | $4,548 | — | — |