# Gates, Hudson & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/gates-hudson-associates-inc-401k-plan

> Gates, Hudson & Associates, INC.'s 401(k) plan: 644 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$89,666|—|$89,666|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISORY|$38,689|$45|$38,734|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISORY

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $128,400

- **Estimated Expense Ratio:** 0.529% 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|$128,355|$38,689|$89,666|—|—|

| 2023|$130,797|$41,628|$89,169|—|—|

| 2022|$124,787|$31,825|$92,962|—|—|

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