# Gbli Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/gbli-holdings-llc-401k-plan

> Gbli Holdings, LLC's 401(k) plan: 253 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gbli Holdings, LLC

- **Sponsor EIN:** 200184863

- **Sponsor Address:** 3 BALA PLAZA E, SUITE 300, BALA CYNWYD, PA, 190043481

- **Plan Type:** 401(k)

- **Total Participants:** 253

- **Total Assets:** $77.3M

## 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|253|$77.3M|$1.6M|$2.6M|

| 2023|257|$72.8M|$1.6M|$2.7M|

| 2022|337|$68.4M|$2.0M|$3.4M|

## 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|

| YOUNG, OAKES, BROWN & CO., PC|Auditor|—|—|$0|

## 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|$165,639|$74,876|$90,763|—|—|

| 2023|$158,199|$74,990|$83,209|—|—|

| 2022|$159,011|$74,989|$84,022|—|—|

## Similar Plans

- [Goodville Mutual Casualty Company](https://planprovider.pro/companies/goodville-mutual-casualty-company-401k-plan) — 183 participants

- [Pennsylvania Lumbermens Mutual Insurance Company](https://planprovider.pro/companies/pennsylvania-lumbermens-mutual-insurance-company-401k-plan) — 166 participants

- [Pro Is, INC.](https://planprovider.pro/companies/pro-is-inc-401k-plan) — 118 participants

- [Everett Cash Mutual Insurance Co.](https://planprovider.pro/companies/everett-cash-mutual-insurance-co-401k-plan) — 114 participants

- [The Philadelphia Contributionship For The Insurance Of Houses From Los](https://planprovider.pro/companies/the-philadelphia-contributionship-for-the-insurance-of-houses-from-los-plan) — 113 participants

- [Mutual Benefit Insurance Company](https://planprovider.pro/companies/mutual-benefit-insurance-company-plan-002) — 112 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gbli-holdings-llc-401k-plan)

© 2026 PlanProvider.Pro