Plan Snapshot
- Plan Sponsor: G & G Organization Ltd.
- Sponsor EIN: 760779526
- Sponsor Address: 2600 N LOOP W, HOUSTON, TX, 77092
- Plan Type: 401(k)
- Total Participants: 352
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 352 | $7.2M | $198,701 | $536,220 |
| 2023 | 368 | $6.2M | $198,337 | $542,864 |
| 2022 | 396 | $5.6M | $151,480 | $496,548 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $12,033 | $54,030 | $66,063 |
| MILLER GROSSBARD ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER GROSSBARD ADVISORS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,063
- Estimated Expense Ratio: 0.917% 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 | $9,633 | — | $9,633 | — | — |
| 2023 | $4,109 | — | $4,109 | — | — |
| 2022 | $5,128 | — | $5,128 | — | — |