Plan Snapshot
- Plan Sponsor: G. M. Warehouse INC
- Sponsor EIN: 450539235
- Sponsor Address: 4333 S PULASKI ROAD, CHICAGO, IL, 606324008
- Plan Type: 401(k)
- Total Participants: 1,737
- Total Assets: $5.7M
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 | 1,737 | $5.7M | $317,643 | $928,950 |
| 2023 | 1,713 | $4.2M | $287,675 | $835,622 |
| 2022 | 1,723 | $2.7M | $276,765 | $791,954 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $64,642 | — | $64,642 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | INVESTMENT ADVISORY | — | $11,286 | $11,286 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS, LLC — INVESTMENT ADVISORY
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,928
- Estimated Expense Ratio: 1.335% 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 | $64,643 | — | $64,643 | — | — |
| 2023 | $46,637 | — | $46,637 | — | — |
| 2022 | $51,687 | — | $51,687 | — | — |