Plan Snapshot
- Plan Sponsor: Gabrielli Truck Sales, Ltd
- Sponsor EIN: 113082303
- Sponsor Address: 153-20 SOUTH CONDUIT AVENUE, JAMAICA, NY, 11434
- Plan Type: 401(k)
- Total Participants: 695
- Total Assets: $74.4M
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 | 695 | $74.4M | $617,236 | $4.2M |
| 2023 | 708 | $65.4M | $586,827 | $3.8M |
| 2022 | 589 | $55.9M | $535,173 | $3.2M |
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 |
|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS, INC | THIRD PARTY ADMINISTRATO | — | $33,861 | $33,861 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $23,198 | — | $23,198 |
| MORNINGSTAR | SERVICE PROVIDER | — | $10,468 | $10,468 |
| FORVIS, LLP | SERVICE PROVIDER | $5,978 | — | $5,978 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — SERVICE PROVIDER
- FORVIS, LLP — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $73,505
- Estimated Expense Ratio: 0.099% 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 | $53,142 | $35,037 | $16,595 | — | — |
| 2023 | $36,112 | — | — | — | — |
| 2022 | $38,993 | — | — | — | — |