Plan Snapshot
- Plan Sponsor: Gerald Industries, INC.
- Sponsor EIN: 431435886
- Sponsor Address: 10014 BIG BEND, SAINT LOUIS, MO, 631226422
- Plan Type: 401(k)
- Total Participants: 98
- Total Assets: $1.6M
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 | 98 | $1.6M | $69,434 | $213,708 |
| 2023 | 104 | $1.4M | $67,033 | $208,767 |
| 2022 | 97 | $1.1M | $62,220 | $171,613 |
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 |
|---|---|---|---|---|
| RUBIN BROWN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBIN BROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $9,267 | — | $9,267 | — | — |
| 2023 | $7,778 | — | $7,778 | — | — |
| 2022 | $8,625 | — | $8,625 | — | — |