Plan Snapshot
- Plan Sponsor: Gehry Partners, LLP
- Sponsor EIN: 954832734
- Sponsor Address: 12541 BEATRICE STREET, LOS ANGELES, CA, 90066
- Plan Type: DC
- Total Participants: 87
- Total Assets: $53.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 87 | $53.2M | $751,934 | $1.2M |
| 2023 | 102 | $47.4M | $772,140 | $1.3M |
| 2022 | 124 | $39.7M | $997,276 | $1.4M |
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | ADVISOR | — | $122,075 | $122,075 |
| GREEN HASSON JANKS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FINANCIAL SERVICES INC — ADVISOR
- GREEN HASSON JANKS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $122,075
- Estimated Expense Ratio: 0.229% 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 | $213 | — | — | — | — |
| 2023 | $363 | — | — | — | — |
| 2022 | $438 | — | — | — | — |