Plan Snapshot
- Plan Sponsor: Gemini Bakery Equipment Company
- Sponsor EIN: 231878709
- Sponsor Address: 9990 GANTRY ROAD, PHILADELPHIA, PA, 19115
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $15.0M
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 | 124 | $15.0M | $250,320 | $782,318 |
| 2023 | 123 | $13.9M | $203,337 | $634,231 |
| 2022 | 129 | $11.8M | $172,778 | $561,161 |
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 |
|---|---|---|---|---|
| BRINKER SIMPSON & COMPANY, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $46,772 | $34,913 | — | — | — |
| 2023 | $38,632 | $24,705 | — | — | — |
| 2022 | $37,843 | — | $37,843 | — | — |