Plan Snapshot
- Plan Sponsor: Geisslers Supermarket INC.
- Sponsor EIN: 060698871
- Sponsor Address: 110 BRIDGE STREET, P.O. BOX 887, EAST WINDSOR, CT, 06088
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $9.3M
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 | 329 | $9.3M | $7,544 | $290,061 |
| 2023 | 357 | $8.5M | $24,939 | $263,010 |
| 2022 | 225 | $8.5M | $27,001 | $287,613 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $29,332 | — | $29,332 |
| JANNEY MONTGOMERY SCOTT, LLC | BROKER/ADVISOR | — | $18,620 | $18,620 |
| MARCUM, LLC | AUDITOR | $11,750 | — | $11,750 |
| PASI, LLC | CONTRACT ADMIN. | $9,712 | — | $9,712 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,414
- Estimated Expense Ratio: 0.750% 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 | $52,411 | — | — | — | — |
| 2023 | $53,411 | — | — | — | — |
| 2022 | $62,636 | — | — | — | $62,636 |