Plan Snapshot
- Plan Sponsor: General Atomics
- Sponsor EIN: 953735102
- Sponsor Address: P. O. BOX 85608, SAN DIEGO, CA, 921865608
- Plan Type: DB
- Total Participants: 12,456
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 12,456 | $1.0B | $84.2M | $0 |
| 2023 | 11,958 | $945.3M | $97.8M | $0 |
| 2022 | 12,085 | $791.8M | $93.6M | $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 |
|---|---|---|---|---|
| BLACKROCK FINANCIAL MANAGEMENT | NONE | $2,012,563 | — | $2,012,563 |
| MILLIMAN USA | NONE | $1,376,619 | — | $1,376,619 |
| MERCER | NONE | $203,995 | — | $203,995 |
| NORTHERN TRUST | NONE | $164,260 | — | $164,260 |
| WELLINGTON TRUST COMPANY | NONE | $113,190 | — | $113,190 |
| SAGEVIEW ADVISORY GROUP, LLC | NONE | $110,000 | — | $110,000 |
| PRUDENTIAL TRUST COMPANY | NONE | $62,883 | — | $62,883 |
| PILLSBURY WINTHROP LLP | NONE | $49,009 | — | $49,009 |
| CBIZ CPAS P.C. | NONE | $36,273 | — | $36,273 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN USA — NONE
- SAGEVIEW ADVISORY GROUP, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,128,792
- Estimated Expense Ratio: 0.398% 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 | $6,003,352 | $2,298,636 | $1,376,619 | $36,273 | — |
| 2023 | $7,515,195 | $1,867,920 | $915,824 | $34,240 | — |
| 2022 | $4,565,656 | $1,727,911 | $909,888 | — | $433,617 |