# General Mortgage Capital Corpo 401(k) Plan
Source: https://planprovider.pro/companies/general-mortgage-capital-corpo-401k-plan

> General Mortgage Capital Corpo's 401(k) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** General Mortgage Capital Corpo

- **Sponsor EIN:** 470953861

- **Sponsor Address:** 1350 BAYSHORE HWY STE 740, BURLINGAME, CA, 940101816

- **Plan Type:** 401(k)

- **Total Participants:** 151

- **Total Assets:** $5.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|151|$5.3M|$0|$879,815|

| 2023|113|$4.0M|$0|$519,665|

| 2022|91|$3.0M|$146,056|$807,085|

## 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|

| FERMATA 401K, LLC|ADVISOR|$21,034|—|$21,034|

| PAYCHEX, INC.|RECORDKEEPER|$10,312|—|$10,312|

| WUHOOVER & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [WUHOOVER & CO. LLP](https://planprovider.pro/provider/wuhoover-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,346

- **Estimated Expense Ratio:** 0.586% 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|$39,188|$22,766|$16,422|—|—|

| 2023|$33,089|$18,505|$14,584|—|—|

| 2022|$28,061|$16,264|$11,797|—|—|

## Similar Plans

- [Ase (U.S.) INC.](https://planprovider.pro/companies/ase-u-s-inc-401k-plan) — 150 participants

- [Streamsets, INC.](https://planprovider.pro/companies/streamsets-inc-401k-plan) — 153 participants

- [Trianz Digital Consulting, INC.](https://planprovider.pro/companies/trianz-digital-consulting-inc-401k-plan) — 148 participants

- [Caribou Biosciences, INC.](https://planprovider.pro/companies/caribou-biosciences-inc-401k-plan) — 148 participants

- [John Burns Research And Consulting LLC](https://planprovider.pro/companies/john-burns-real-estate-consulting-llc-401k-plan) — 154 participants

- [Ecorp Consulting INC](https://planprovider.pro/companies/ecorp-consulting-inc-401k-plan) — 155 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/general-mortgage-capital-corpo-401k-plan)

© 2026 PlanProvider.Pro