Plan Snapshot
- Plan Sponsor: Gee Automotive Holdings, LLC
- Sponsor EIN: 454157612
- Sponsor Address: 21502 E. GEORGE GEE AVE, LIBERTY LAKE, WA, 99019
- Plan Type: 401(k)
- Total Participants: 2,177
- Total Assets: $110.0M
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 | 2,177 | $110.0M | $2.5M | $8.7M |
| 2023 | 1,927 | $81.4M | $2.5M | $8.3M |
| 2022 | 1,848 | $66.6M | $2.4M | $8.0M |
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 |
|---|---|---|---|---|
| PRESNELL GAGE LLC | 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 | $395,569 | $149,107 | $246,462 | — | — |
| 2023 | $371,351 | $145,711 | $225,640 | — | — |
| 2022 | $75,873 | — | $75,873 | — | — |