# General Atomics 401(k) Plan
Source: https://planprovider.pro/companies/general-atomics-401k-plan

> General Atomics's 401(k) plan: 12,686 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-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|

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