# Gatehouse Management, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/gatehouse-management-inc-043247041-501

> Gatehouse Management, INC.'s Health & Welfare plan: 55 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gatehouse Management, INC.

- **Sponsor EIN:** 043247041

- **Sponsor Address:** 120 FORBES BLVD, MANSFIELD, MA, 02048

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 55

- **Total Assets:** $138,060

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|55|$138,060|$575,611|$106,787|

| 2023|53|$132,943|$80,344|$18,085|

| 2022|48|$122,494|$487,846|$87,333|

| 2021|97|$0|$0|$0|

## 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|

| USI INSURANCE SERVICES (RI)|Investment Advisor|$18,411|—|$18,411|

| THE BENECON GROUP|Investment Advisor|$15,672|—|$15,672|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,083

- **Estimated Expense Ratio:** 24.687% 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|$720,963|—|—|—|—|

| 2023|$79,482|—|—|—|—|

| 2022|$492,947|—|—|—|—|

| 2021|—|—|—|—|—|

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