# Gabriel, Roeder, Smith & Company Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/gabriel-roeder-smith-company-holdings-inc-401k-plan

> Gabriel, Roeder, Smith & Company Holdings, INC.'s 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gabriel, Roeder, Smith & Company Holdings, INC.

- **Sponsor EIN:** 475435846

- **Sponsor Address:** ONE TOWNE SQUARE, SOUTHFIELD, MI, 48076

- **Plan Type:** 401(k)

- **Total Participants:** 122

- **Total Assets:** $79.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|122|$79.8M|$451,317|$2.2M|

| 2023|121|$69.5M|$433,119|$2.1M|

| 2022|128|$60.4M|$431,395|$2.1M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$36,788|—|$36,788|

| VANGUARD ADVISERS INC.|NONE|$7,697|—|$7,697|

| MORGANTE GROUP, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [MORGANTE GROUP, PLLC](https://planprovider.pro/provider/the-morgante-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,485

- **Estimated Expense Ratio:** 0.056% 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|$44,085|—|—|—|—|

| 2023|$47,090|—|—|—|—|

| 2022|$44,658|—|—|—|—|

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