# Gelia Wells & Mohr, INC. 401(k) Plan
Source: https://planprovider.pro/companies/gelia-wells-mohr-inc-401k-plan

> Gelia Wells & Mohr, INC.'s 401(k) plan: 76 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gelia Wells & Mohr, INC.

- **Sponsor EIN:** 160844960

- **Sponsor Address:** 390 S. YOUNGS ROAD, WILLIAMSVILLE, NY, 14221

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

- **Total Participants:** 76

- **Total Assets:** $11.5M

## 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|76|$11.5M|$91,718|$483,072|

| 2023|73|$10.6M|$94,859|$487,828|

| 2022|78|$9.8M|$87,512|$517,674|

## 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|

| NATIONWIDE|CUSTODIAN|$32,208|—|$32,208|

| LINCOLN FINANCIAL ADVISORS|BROKER|—|$29,045|$29,045|

| FREED MAXICK P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — CUSTODIAN

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,253

- **Estimated Expense Ratio:** 0.534% 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|$38,224|—|$38,224|—|—|

| 2023|$48,359|—|$48,359|—|—|

| 2022|$45,399|—|—|—|$45,399|

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