Plan Snapshot
- Plan Sponsor: Gcx Corporation
- Sponsor EIN: 941738443
- Sponsor Address: 3875 CYPRESS DRIVE, PETALUMA, CA, 949545635
- Plan Type: 401(k)
- Total Participants: 424
- Total Assets: $58.0M
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 | 424 | $58.0M | $1.1M | $2.4M |
| 2023 | 452 | $54.4M | $944,920 | $2.2M |
| 2022 | 276 | $44.9M | $1.7M | $1.6M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Recordkeeper | $65,090 | — | $65,090 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $15,742 | — | $15,742 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,832
- Estimated Expense Ratio: 0.139% 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 | $88,433 | $7,601 | $69,240 | — | — |
| 2023 | $24,922 | — | $23,122 | — | — |
| 2022 | $44,487 | $35,026 | — | — | — |