Plan Snapshot
- Plan Sponsor: G2.Com, INC.
- Sponsor EIN: 454182087
- Sponsor Address: 100 S WACKER DR, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 354
- Total Assets: $31.5M
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 | 354 | $31.5M | $1.5M | $3.8M |
| 2023 | 373 | $23.1M | $1.5M | $4.0M |
| 2022 | 411 | $15.8M | $1.5M | $3.5M |
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 |
|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS LLC | ADVISOR | $39,043 | — | $39,043 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $36,413 | — | $36,413 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERA INVESTMENT ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,456
- Estimated Expense Ratio: 0.239% 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 | $81,102 | $39,480 | $300 | — | — |
| 2023 | $4,874 | — | — | — | — |
| 2022 | $3,830 | — | — | — | — |