Plan Snapshot
- Plan Sponsor: Gatehouse Management, INC.
- Sponsor EIN: 043247041
- Sponsor Address: 120 FORBES BLVD STE 180, MANSFIELD, MA, 02048
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $13.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 96 | $13.4M | $232,916 | $512,909 |
| 2023 | 95 | $11.3M | $225,298 | $463,235 |
| 2022 | 92 | $9.2M | $209,317 | $405,541 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $35,307 | — | $35,307 |
| FIDELITY WORKPLACE SERVICES LLC | PLAN ADMINISTRATOR | $16,926 | — | $16,926 |
| WITHUM, SMITH & BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- WITHUM, SMITH & BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,233
- Estimated Expense Ratio: 0.389% 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 | $52,233 | $35,307 | — | — | — |
| 2023 | $41,452 | $28,211 | — | — | — |
| 2022 | $43,770 | — | — | — | — |