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)
- 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. |
|---|---|---|---|---|
| 2025 | 782 | $61.0M | $0 | $0 |
| 2024 | 695 | $59.8M | $0 | $0 |
| 2023 | 673 | $52.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| KATZ, SAPPER & MILLER, LLP | Auditor | $10,750 | — | $10,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,750
- Estimated Expense Ratio: 0.018% 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 |
|---|---|---|---|---|---|
| 2025 | $86,731 | $9,855 | $300 | $10,750 | — |
| 2024 | $80,144 | $8,772 | $300 | $9,700 | — |
| 2023 | $74,807 | $5,641 | — | — | — |