Plan Snapshot
- Plan Sponsor: General Atomics
- Sponsor EIN: 953735102
- Sponsor Address: 3550 GENERAL ATOMICS CT, SAN DIEGO, CA, 921211194
- Plan Type: 401(k)
- Total Participants: 12,686
- Total Assets: $2.8B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 12,686 | $2.8B | $56.4M | $163.1M |
| 2023 | 12,242 | $2.4B | $51.9M | $152.6M |
| 2022 | 12,056 | $2.0B | $48.5M | $142.4M |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | NONE | $1,077,453 | — | $1,077,453 |
| EMPOWER ANNUITY INS CO OF AMERICA | NONE | $316,068 | — | $316,068 |
| SAGEVIEW ADVISORY GROUP LLC | NONE | $60,000 | — | $60,000 |
| CBIZ CPAS P.C. | NONE | $31,672 | — | $31,672 |
| ENVESTNET ASSET MGMT INC. | NONE | $15,984 | — | $15,984 |
| CREATIVE CAPITAL MGMT INVESTMENTS | NONE | $10,739 | — | $10,739 |
| CHARLES SCHWAB & CO., INC. | NONE | $8,485 | — | $8,485 |
| OAK SUMMIT WEALTH MGMT INV. | NONE | $6,569 | — | $6,569 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP LLC — NONE
- CHARLES SCHWAB & CO., INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,526,970
- Estimated Expense Ratio: 0.055% 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 | $1,485,195 | $1,137,455 | — | $31,672 | — |
| 2023 | $1,263,451 | $687,285 | — | $29,855 | — |
| 2022 | $1,960,517 | $1,150,256 | — | — | $694,343 |