Plan Snapshot
- Plan Sponsor: General Wholesale Company, INC.
- Sponsor EIN: 580525744
- Sponsor Address: 615 STONEHILL DRIVE SW, ATLANTA, GA, 30336
- Plan Type: DC
- Total Participants: 560
- Total Assets: $8.3M
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 | 560 | $8.3M | $0 | $439,821 |
| 2023 | 506 | $7.2M | $0 | $427,585 |
| 2022 | 436 | $5.9M | $0 | $386,984 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS CO | RECORDKEEPER | $43,730 | — | $43,730 |
| MERRIL LYNCH | INVESTMENT ADVISORY | $15,955 | — | $15,955 |
| NICHOLS, CAULEY, & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS CO — RECORDKEEPER
- MERRIL LYNCH — INVESTMENT ADVISORY
- NICHOLS, CAULEY, & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,685
- Estimated Expense Ratio: 0.719% 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 | $76,723 | — | $76,723 | — | — |
| 2023 | $63,156 | — | $63,156 | — | — |
| 2022 | $61,859 | — | — | — | $61,859 |