Plan Snapshot
- Plan Sponsor: Gensler
- Sponsor EIN: 941663305
- Sponsor Address: 220 MONTGOMERY ST., SAN FRANCISCO, CA, 94104
- Plan Type: DC
- Total Participants: 3,991
- Total Assets: $717.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,991 | $717.2M | $0 | $49.3M |
| 2023 | 4,187 | $628.9M | $0 | $50.3M |
| 2022 | 4,702 | $510.4M | $0 | $47.3M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY CLIENT | $466,204 | — | $466,204 |
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY CLIENT
- BPM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $466,204
- Estimated Expense Ratio: 0.065% 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 | $466,205 | $73,792 | $392,413 | — | — |
| 2023 | $668,962 | $53,938 | $615,024 | — | — |
| 2022 | $685,467 | $45,299 | $640,168 | — | — |