Plan Snapshot
- Plan Sponsor: Gerald Metals LLC
- Sponsor EIN: 131961269
- Sponsor Address: 750 WASHINGTON BLVD, STAMFORD, CT, 06901
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $41.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 108 | $41.6M | $186,818 | $748,563 |
| 2023 | 77 | $34.4M | $221,090 | $716,765 |
| 2022 | 74 | $29.4M | $146,078 | $620,580 |
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 |
|---|---|---|---|---|
| ADEPTUS PARTNERS, LLC | Auditor | — | — | $0 |
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 | -$29,778 | $48,293 | $1,500 | — | — |
| 2023 | -$18,933 | $49,650 | — | — | — |
| 2022 | -$21,468 | $864 | — | — | — |