Plan Snapshot
- Plan Sponsor: Gbq Holdings, LLC
- Sponsor EIN: 310719901
- Sponsor Address: 230 WEST ST, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $53.0M
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 | 279 | $53.0M | $910,354 | $3.2M |
| 2023 | 269 | $45.7M | $786,376 | $2.8M |
| 2022 | 245 | $38.4M | $656,640 | $2.4M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $3,414 | — | — | — | — |
| 2023 | $17,500 | — | — | — | — |
| 2022 | $16,810 | — | — | — | — |