# Gelber Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/gelber-group-llc-401k-plan

> Gelber Group, LLC's 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gelber Group, LLC

- **Sponsor EIN:** 364330915

- **Sponsor Address:** 350 N. ORLEANS ST., CHICAGO, IL, 606541975

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

- **Total Participants:** 200

- **Total Assets:** $47.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|200|$47.8M|$142,743|$3.4M|

| 2023|195|$39.9M|$130,825|$3.3M|

| 2022|200|$32.2M|$125,919|$3.1M|

## 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|

| CAPITAL STRATEGIES INVESTMENT GROU|INVESTMENT ADV/CONSULTANT|$43,750|—|$43,750|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$27,188|—|$27,188|

| DUFEK & CO.|ACCOUNTANT/AUDITOR|$8,500|—|$8,500|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DUFEK & CO.](https://planprovider.pro/provider/dufek-and-company-llc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $79,438

- **Estimated Expense Ratio:** 0.166% 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|$79,438|—|—|$8,500|—|

| 2023|$83,174|$40,000|$1,200|$8,500|—|

| 2022|$79,129|—|—|—|—|

## Similar Plans

- [R J. O'Brien & Associates, LLC.](https://planprovider.pro/companies/r-j-o-brien-associates-llc-401k-plan) — 376 participants

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