Plan Snapshot
- Plan Sponsor: Gables Residential Services, INC.
- Sponsor EIN: 752517913
- Sponsor Address: 3399 PEACHTREE ROAD SUITE 600, ATLANTA, GA, 30326
- Plan Type: 401(k)
- Total Participants: 691
- Total Assets: $103.9M
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 | 691 | $103.9M | $1.5M | $5.4M |
| 2023 | 703 | $96.9M | $1.5M | $5.2M |
| 2022 | 734 | $86.8M | $1.3M | $4.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $149,744 | — | $149,744 |
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $80,000 | — | $80,000 |
| CBIZ CPAS, P.C. | AUDITOR | $34,650 | — | $34,650 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $264,394
- Estimated Expense Ratio: 0.255% 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 | $268,806 | $84,412 | — | $24,150 | — |
| 2023 | $258,040 | $81,036 | — | $12,600 | — |
| 2022 | $314,160 | $228,727 | $28,977 | — | $21,525 |