Plan Snapshot
- Plan Sponsor: Gcc Mso Holdings, LLC
- Sponsor EIN: 922248074
- Sponsor Address: 2055 CROOKS RD., ROCHESTER HILLS, MI, 48309
- Plan Type: 401(k)
- Total Participants: 525
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 525 | $2.5M | $621,730 | $785,791 |
| 2023 | 196 | $1.3M | $91,089 | $132,057 |
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 |
|---|---|---|---|---|
| LEADING RETIREMENT SOLUTIONS | RECORDKEEPER | $37,336 | — | $37,336 |
| CAPITAL ASSET ADVISORY SERVICES, LL | INVESTMENT MGMT | $15,638 | — | $15,638 |
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CAPITAL ASSET ADVISORY SERVICES, LL — INVESTMENT MGMT
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,974
- Estimated Expense Ratio: 2.088% 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 | $55,521 | $15,638 | — | — | — |
| 2023 | $2,996 | $105 | — | — | — |