# G.M.P.-Employers Retiree Trust 401(k) Plan Source: https://planprovider.pro/companies/g-m-p-employers-retiree-trust-236411794-501 > G.M.P.-Employers Retiree Trust's 401(k) plan: 7,126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** G.M.P.-Employers Retiree Trust - **Sponsor EIN:** 236411794 - **Sponsor Address:** 5245 BIG PINE WAY, S.E., FORT MYERS, FL, 33907 - **Plan Type:** 401(k) - **Plan Number:** 501 - **Total Participants:** 7,126 - **Total Assets:** $597.6M ## 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|7,126|$597.6M|$12.7M|$1.6M| | 2023|7,961|$545.7M|$14.3M|$1.7M| | 2022|8,375|$532.3M|$15.8M|$1.8M| ## 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| | BLUECROSS & BLUESHIELD OF SC|Other Service Provider|$487,536|—|$487,536| | EXPRESS SCRIPTS|Other Service Provider|$419,865|—|$419,865| | DST HEALTH SOLUTIONS, LLC|Other Service Provider|$309,563|—|$309,563| | VBA|Other Service Provider|$247,017|—|$247,017| | DODGE AND COX|Other Service Provider|$203,072|—|$203,072| | BNY MELLON ASSET SERVICES|Other Service Provider|$192,190|—|$192,190| | LOS ANGELES CAPITAL|Other Service Provider|$190,938|—|$190,938| | TOWERS WATSON DELAWARE INC|Recordkeeper|$183,000|—|$183,000| | JODI HOPPER|Other Service Provider|$152,804|—|$152,804| | CALLAN|Other Service Provider|$120,000|—|$120,000| | WILLIAM BLAIR AND COMPANY|Other Service Provider|$104,087|—|$104,087| | HILL, BARTH AND KING LLC|Auditor|$100,000|—|$100,000| | MARIELLEN KING|Other Service Provider|$94,949|—|$94,949| | THE BANK OF NEW YORK MELLON|Other Service Provider|$93,062|—|$93,062| | DIAMOND HILL CAPITAL|Other Service Provider|$87,370|—|$87,370| | GDIT|Other Service Provider|$59,844|—|$59,844| | CHANGE HEALTHCARE|Other Service Provider|$58,524|—|$58,524| | TRACY M. MCFADDEN|Other Service Provider|$51,286|—|$51,286| | JACQUELINE KNIGHT|Other Service Provider|$49,542|—|$49,542| | SHARI GORDON|Other Service Provider|$46,204|—|$46,204| | KATHRYN MOHR|Other Service Provider|$41,448|—|$41,448| | JENNIFER WHITE|Other Service Provider|$40,976|—|$40,976| | TEAMLOGIC IT|Other Service Provider|$40,450|—|$40,450| | SANDRA GLASE|Other Service Provider|$39,834|—|$39,834| | CARRIE OLESON|Other Service Provider|$39,444|—|$39,444| | MARY GASPAR|Other Service Provider|$34,799|—|$34,799| | MARIE HEARD|Other Service Provider|$27,519|—|$27,519| | TRIFECTA HOME SOLUTIONS LLC|Other Service Provider|$21,967|—|$21,967| | EXPRESS EMPLOYMENT SERVICES INC|Other Service Provider|$21,780|—|$21,780| | MARY PEACOCK|Other Service Provider|$21,208|—|$21,208| | CHERYL DEVLIN|Other Service Provider|$20,960|—|$20,960| | ROBISON, CURPHEY AND O'CONNELL|Other Service Provider|$17,056|—|$17,056| | FIRST HEALTH|Other Service Provider|$13,691|—|$13,691| | PRINCIPAL FINANCIAL SERVICES|Other Service Provider|$11,143|—|$11,143| | UNITED MECHANICAL, LLC|Other Service Provider|$11,043|—|$11,043| | FLORIDA POWER AND LIGHT|Other Service Provider|$10,058|—|$10,058| | ERICKSON'S DRYING SYSTEMS, INC|Other Service Provider|$9,594|—|$9,594| | ISLAND COAST LAWN & LANDSCAPE|Other Service Provider|$6,800|—|$6,800| | BRYAN ROTH|Other Service Provider|$6,289|—|$6,289| | CONTEXT 4 HEALTHCARE, INC|Other Service Provider|$5,803|—|$5,803| | CHRISTIAN PHILLIPPI|Other Service Provider|$5,773|—|$5,773| | PASSAGEWAYS, INC|Other Service Provider|$5,400|—|$5,400| | NEW DIRECTIONS BEHAVIORAL HEALTH|Other Service Provider|$5,000|—|$5,000| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [TOWERS WATSON DELAWARE INC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper - [HILL, BARTH AND KING LLC](https://planprovider.pro/provider/hill-barth-and-king-llc) — Auditor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $3,708,888 - **Estimated Expense Ratio:** 0.621% 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|$4,203,594|$995,842|—|—|—| | 2023|$4,056,754|$911,423|—|—|—| | 2022|$4,424,209|$1,209,883|—|—|$374,112| ## Similar Plans - [Anchor Glass Container Corporation](https://planprovider.pro/companies/anchor-glass-container-corporation-593417812-520) — 1,378 participants - [Anchor Glass Container Corporation](https://planprovider.pro/companies/anchor-glass-container-corporation-401k-plan-008) — 934 participants - [Aldora Holdco, INC.](https://planprovider.pro/companies/aldora-holdco-inc-463167423-501) — 531 participants - [Aldora Aluminum And Glass Produc](https://planprovider.pro/companies/aldora-aluminum-and-glass-produc-401k-plan) — 464 participants - [Anchor Glass Container Corporation](https://planprovider.pro/companies/anchor-glass-container-corporation-401k-plan-001) — 332 participants - [Quality Enclosures, INC.](https://planprovider.pro/companies/quality-enclosures-inc-401k-plan-001-4368) — 171 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/g-m-p-employers-retiree-trust-236411794-501) © 2026 PlanProvider.Pro