Plan Snapshot
- Plan Sponsor: Geil Enterprises, INC.
- Sponsor EIN: 770149392
- Sponsor Address: 1945 N HELM AVE STE 102, FRESNO, CA, 937271670
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 285
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 285 | $2.7M | $0 | $246,768 |
| 2023 | 267 | $2.3M | $0 | $226,064 |
| 2022 | 256 | $2.1M | $0 | $203,653 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $21,874 | — | $21,874 |
| COMMONWEALTH FINANCIAL NETWORK | Investment Advisor | — | $12,130 | $12,130 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,004
- Estimated Expense Ratio: 1.260% 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 | $21,874 | — | $21,874 | — | — |
| 2023 | $18,257 | — | $18,257 | — | — |
| 2022 | $13,990 | — | $13,990 | — | — |