Plan Snapshot
- Plan Sponsor: Gallup, INC.
- Sponsor EIN: 210699771
- Sponsor Address: P.O. BOX 2277, OMAHA, NE, 681032277
- Plan Type: 401(k)
- Total Participants: 973
- Total Assets: $263.1M
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 | 973 | $263.1M | $2.9M | $9.9M |
| 2023 | 1,060 | $233.2M | $3.2M | $9.6M |
| 2022 | 905 | $184.5M | $3.8M | $8.3M |
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 |
|---|---|---|---|---|
| LUTZ AND COMPANY, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ AND COMPANY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $244,259 | $117,821 | — | — | — |
| 2023 | $235,303 | $93,001 | — | — | — |
| 2022 | $225,226 | — | — | — | — |