Plan Snapshot
- Plan Sponsor: Gates, Hudson & Associates, INC.
- Sponsor EIN: 541150334
- Sponsor Address: 3020 HAMAKER CT STE 301, FAIRFAX, VA, 220312220
- Plan Type: 401(k)
- Total Participants: 644
- Total Assets: $24.3M
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 | 644 | $24.3M | $519,612 | $2.6M |
| 2023 | 550 | $21.2M | $548,215 | $2.7M |
| 2022 | 676 | $23.8M | $556,481 | $2.8M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — 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 | $128,355 | $38,689 | $89,666 | — | — |
| 2023 | $130,797 | $41,628 | $89,169 | — | — |
| 2022 | $124,787 | $31,825 | $92,962 | — | — |