# Geo. Byers Sons Holding, INC. 401(k) Plan
Source: https://planprovider.pro/companies/geo-byers-sons-holding-inc-401k-plan

> Geo. Byers Sons Holding, INC.'s 401(k) plan: 750 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Geo. Byers Sons Holding, INC.

- **Sponsor EIN:** 314139860

- **Sponsor Address:** 427 S. HAMILTON ROAD, COLUMBUS, OH, 43216

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

- **Total Participants:** 750

- **Total Assets:** $50.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|750|$50.4M|$537,398|$4.1M|

| 2023|731|$42.9M|$588,110|$4.0M|

| 2022|680|$36.5M|$546,692|$3.8M|

## 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|

| PROACCOUNT|INVESTMENT ADVISORY|$75,518|—|$75,518|

| NATIONWIDE|INVESTMENT ADVISOR|$21,502|—|$21,502|

| PW PARTNERS|AUDITOR|$20,000|—|$20,000|

| A P S - PENTEGRA|THIRD PARTY ADMIN|$13,160|—|$13,160|

| PW PARTNERS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PROACCOUNT](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — INVESTMENT ADVISORY

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — INVESTMENT ADVISOR

- [A P S - PENTEGRA](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — THIRD PARTY ADMIN

- [PW PARTNERS, LLC](https://planprovider.pro/provider/pw-partners-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $130,180

- **Estimated Expense Ratio:** 0.258% 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|$135,589|—|$135,589|—|—|

| 2023|$322,890|—|$322,890|—|—|

| 2022|$304,819|—|$304,819|—|—|

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