# Gerald Metals LLC 401(k) Plan
Source: https://planprovider.pro/companies/gerald-metals-llc-401k-plan

> Gerald Metals LLC's 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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