# Gemini Financial Services Corporation 401(k) Plan
Source: https://planprovider.pro/companies/gemini-financial-services-corporation-401k-plan

> Gemini Financial Services Corporation's 401(k) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gemini Financial Services Corporation

- **Sponsor EIN:** 208959760

- **Sponsor Address:** 8375 DIX ELLIS TRAIL, JACKSONVILLE, FL, 32256

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

- **Total Participants:** 116

- **Total Assets:** $6.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|116|$6.2M|$362,497|$618,055|

| 2023|120|$4.9M|$266,448|$499,699|

| 2022|135|$4.9M|$285,434|$488,634|

## 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|

| THOMAS HOWELL FERGUSON P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THOMAS HOWELL FERGUSON P.A.](https://planprovider.pro/provider/thomas-howell-ferguson-pa) — Auditor

## 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|$35,368|$26,310|—|—|—|

| 2023|$30,942|$24,239|$2,844|—|—|

| 2022|$39,539|$31,611|$3,229|—|$4,699|

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