Plan Snapshot
- Plan Sponsor: Gene By Gene, Ltd.
- Sponsor EIN: 760640295
- Sponsor Address: 1445 NORTH LOOP WEST, SUITE 820, HOUSTON, TX, 77008
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $6.0M
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 | 133 | $6.0M | $222,776 | $785,394 |
| 2023 | 157 | $4.8M | $65,464 | $789,484 |
| 2022 | 194 | $3.6M | $389,062 | $1.0M |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON, 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 | $11,007 | — | $11,007 | — | — |
| 2023 | $7,728 | — | $7,728 | — | — |
| 2022 | $6,482 | — | $6,482 | — | — |