# Gene B. Glick Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/gene-b-glick-company-inc-350924178-001

> Gene B. Glick Company, INC.'s 401(k) plan: 782 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gene B. Glick Company, INC.

- **Sponsor EIN:** 350924178

- **Sponsor Address:** 8801 RIVER CROSSING BLVD., INDIANAPOLIS, IN, 46240

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

- **Plan Number:** 001

- **Total Participants:** 782

- **Total Assets:** $61.0M

## 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|782|$61.0M|$1.9M|$2.5M|

| 2023|695|$59.8M|$1.8M|$2.3M|

| 2022|673|$52.0M|$1.8M|$2.2M|

## 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|$66,126|—|$66,126|

| KATZ SAPPER AND MILLER|Auditor|$10,750|—|$10,750|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$9,855|—|$9,855|

### 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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $86,731

- **Estimated Expense Ratio:** 0.142% 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|$86,731|$9,855|$300|$10,750|—|

| 2023|$80,144|$8,772|$300|$9,700|—|

| 2022|$74,807|$5,641|—|—|—|

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