# Gellert Global Group 401(k) Plan
Source: https://planprovider.pro/companies/gellert-global-group-401k-plan

> Gellert Global Group's 401(k) plan: 1,834 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gellert Global Group

- **Sponsor EIN:** 260722578

- **Sponsor Address:** ONE ATALANTA PLAZA, ELIZABETH, NJ, 07206

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

- **Total Participants:** 1,834

- **Total Assets:** $85.3M

## 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|1,834|$85.3M|$1.8M|$3.8M|

| 2023|1,686|$72.5M|$1.8M|$3.7M|

| 2022|1,499|$61.7M|$1.8M|$3.5M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$280,226|—|$280,226|

| NEWPORT CAPITAL GROUP|CONSULTANT|$225,939|—|$225,939|

| RSM US LLP|ACCOUNTANT|$49,613|—|$49,613|

| HILL, BARTH & KING, LLC|Auditor|$49,612|—|$49,612|

### Verified Provider Profiles

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

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — ACCOUNTANT

- [HILL, BARTH & KING, LLC](https://planprovider.pro/provider/hill-barth-and-king-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $605,390

- **Estimated Expense Ratio:** 0.710% 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|$555,777|$225,939|—|$49,612|—|

| 2023|$292,234|—|—|$63,000|—|

| 2022|$265,591|—|—|—|—|

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