# Gee Whiz Ii, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/gee-whiz-ii-llc-401k-plan

> Gee Whiz Ii, LLC.'s 401(k) plan: 1,274 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gee Whiz Ii, LLC.

- **Sponsor EIN:** 842651299

- **Sponsor Address:** 21902 STATE ROUTE 97, ORONDO, WA, 98843

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

- **Total Participants:** 1,274

- **Total Assets:** $8.3M

## 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|1,274|$8.3M|$496,935|$728,677|

| 2023|1,248|$8.8M|$534,166|$803,305|

| 2022|520|$6.9M|$507,149|$728,035|

## 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|

| LPL FINANCIAL|RIA|$22,447|—|$22,447|

| BENEFITS2 ADMINISTRATORS LLC|THIRD PARTY ADMIN|$11,705|$4,315|$16,020|

| JOHN HANCOCK LIFE INSURANCE|RECORDKEEPER|$5,575|—|$5,575|

| LARSON GROSS ASSURANCE, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK LIFE INSURANCE](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $44,042

- **Estimated Expense Ratio:** 0.534% 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|$68,796|$22,447|$11,706|—|—|

| 2023|$60,038|$23,359|$6,315|—|—|

| 2022|$55,693|$7,125|$48,568|—|—|

## Similar Plans

- [Stemilt Growers, LLC](https://planprovider.pro/companies/stemilt-growers-llc-401k-plan) — 1,734 participants

- [Taylor United, INC.](https://planprovider.pro/companies/taylor-united-inc-401k-plan) — 497 participants

- [Legacy Fruit, LLC](https://planprovider.pro/companies/legacy-fruit-llc-401k-plan) — 477 participants

- [Chief Mojo, INC.](https://planprovider.pro/companies/chief-mojo-inc-401k-plan) — 1 participants

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

© 2026 PlanProvider.Pro