# Gemw Healthcare Investment LP 401(k) Plan
Source: https://planprovider.pro/companies/gemw-healthcare-investment-lp-401k-plan

> Gemw Healthcare Investment LP's 401(k) plan: 6,339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gemw Healthcare Investment LP

- **Sponsor EIN:** 510519169

- **Sponsor Address:** 500 E. MAIN ST., ALHAMBRA, CA, 91801

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

- **Total Participants:** 6,339

- **Total Assets:** $734.2M

## 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|6,339|$734.2M|$9.9M|$38.1M|

| 2023|5,941|$650.2M|$10.3M|$36.4M|

| 2022|5,711|$546.8M|$9.8M|$35.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$124,333|—|$124,333|

| BENEFIT FINANCIAL SERVICES GROUP|PLAN ADMINISTRATOR|$69,056|—|$69,056|

| C.JIM CHEN ACCOUNTANCY CORP|PLAN ADMINISTRATOR|$52,000|—|$52,000|

### 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

- [BENEFIT FINANCIAL SERVICES GROUP](https://planprovider.pro/provider/benefit-financial-services-group) — PLAN ADMINISTRATOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $245,389

- **Estimated Expense Ratio:** 0.033% 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|$247,143|—|$300|$52,000|—|

| 2023|$306,951|$120,443|—|$51,000|—|

| 2022|$415,356|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gemw-healthcare-investment-lp-401k-plan)

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