Plan Snapshot
- Plan Sponsor: G.H. Tool & Mold, LLC
- Sponsor EIN: 431298245
- Sponsor Address: 28 CHAMBER DR, WASHINGTON, MO, 63090
- 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: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 140 | $32.6M | $338,853 | $1.1M |
| 2023 | 131 | $29.8M | $632,259 | $1.1M |
| 2022 | 163 | $27.8M | $617,692 | $1.1M |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | NONE | $71,776 | — | $71,776 |
| MONETA GROUP LLC | NONE | $66,564 | — | $66,564 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $12,928 | $12,928 |
| PLANTE MORAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- CHARLES SCHWAB TRUST BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,268
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 |
|---|---|---|---|---|---|
| 2025 | $62,379 | $29,350 | — | — | — |
| 2024 | $138,340 | $66,564 | — | — | — |
| 2023 | $127,748 | $62,463 | — | — | — |
| 2022 | $130,043 | $64,305 | — | — | — |