# Gatehouse Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/gatehouse-management-inc-401k-plan

> Gatehouse Management, INC.'s 401(k) plan: 96 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 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [WITHUM, SMITH & BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — 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|—|—|—|—|

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