Plan Snapshot
- Plan Sponsor: Gep Administrative Services, LLC
- Sponsor EIN: 731692325
- Sponsor Address: 2950 N. HOLLYWOOD WAY, BURBANK, CA, 91505
- Plan Type: 401(k)
- Total Participants: 860
- Total Assets: $199.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 860 | $199.8M | $1.7M | $7.3M |
| 2023 | 882 | $204.3M | $1.8M | $7.5M |
| 2022 | 909 | $179.9M | $505,125 | $7.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $336,209 | — | $336,209 |
| BFSG, LLC | INVESTMENT ADVISORY | $60,000 | — | $60,000 |
| BAKER TILLY US, LLP | ACCOUNTANT | $23,000 | — | $23,000 |
| ROBIN M. SCHACHTER LAW | INVESTMENT ADVISORY | $5,720 | — | $5,720 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BFSG, LLC — INVESTMENT ADVISORY
- BAKER TILLY US, LLP — ACCOUNTANT
- ROBIN M. SCHACHTER LAW — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $424,929
- Estimated Expense Ratio: 0.213% 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 | $425,052 | $65,720 | $336,332 | $23,000 | — |
| 2023 | $416,292 | $53,955 | $324,837 | $22,500 | — |
| 2022 | $423,304 | $104,100 | $319,204 | — | — |