Plan Snapshot
- Plan Sponsor: Gama-1 Technologies, LLC
- Sponsor EIN: 261075557
- Sponsor Address: MARYLAND TRADE CENTER ONE, GREENBELT, MD, 20770
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 228
- Total Assets: $12.8M
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 | 228 | $12.8M | $739,683 | $1.8M |
| 2023 | 289 | $8.7M | $151,428 | $1.1M |
| 2022 | 99 | $5.1M | $408,714 | $806,779 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | Investment Advisor | $24,385 | — | $24,385 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $14,096 | — | $14,096 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES INC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,481
- Estimated Expense Ratio: 0.301% 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 | $38,707 | $24,611 | — | — | — |
| 2023 | $5,723 | $959 | — | — | — |
| 2022 | $274 | — | — | — | — |