Plan Snapshot
- Plan Sponsor: G.I. Associates, LLC
- Sponsor EIN: 391994360
- Sponsor Address: 2801 W. KINNICKINNIC RIVER PARKWAY, MILWAUKEE, WI, 532155217
- Plan Type: DB
- Total Participants: 295
- Total Assets: $18.8M
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 | 295 | $18.8M | $1.7M | $0 |
| 2023 | 298 | $17.1M | $1.6M | $0 |
| 2022 | 284 | $15.8M | $1.3M | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $34,020 | — | $34,020 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,020
- Estimated Expense Ratio: 0.181% 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 | $210,740 | — | — | $34,020 | — |
| 2023 | $199,232 | — | — | $30,476 | — |
| 2022 | $189,805 | $98,181 | — | — | $38,250 |