Plan Snapshot
- Plan Sponsor: Gei Consultants, INC.
- Sponsor EIN: 042468348
- Sponsor Address: 400 UNICORN PARK DRIVE, WOBURN, MA, 01801
- Plan Type: 401(k)
- Total Participants: 1,217
- Total Assets: $266.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,217 | $266.3M | $5.2M | $13.4M |
| 2023 | 1,068 | $217.2M | $4.8M | $11.0M |
| 2022 | 983 | $179.1M | $4.2M | $10.2M |
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 |
|---|---|---|---|---|
| BOIVIN & ASSOCIATES, CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOIVIN & ASSOCIATES, CPA, PLLC — Auditor
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 | -$413,497 | — | — | — | — |
| 2023 | -$342,794 | — | — | $3,750 | — |
| 2022 | -$202,123 | — | — | — | — |