# Geras, LLC 401(k) Plan
Source: https://planprovider.pro/companies/geras-llc-401k-plan

> Geras, LLC's 401(k) plan: 1,453 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Geras, LLC

- **Sponsor EIN:** 822989828

- **Sponsor Address:** 23403 E. MISSION AVE STE 150, LIBERTY LAKE, WA, 99019

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

- **Total Participants:** 1,453

- **Total Assets:** $2.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2023|1,453|$2.8M|$216,392|$358,321|

| 2022|1,098|$2.5M|$159,427|$286,394|

## 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|

| AMERICAN TRUST|NONE|$85,826|—|$85,826|

| GLOBAL ASSETS ADVISORY|NONE|$18,222|—|$18,222|

| JASON UNDERWOOD CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JASON UNDERWOOD CPA, PLLC](https://planprovider.pro/provider/jason-underwood-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $104,048

- **Estimated Expense Ratio:** 3.750% 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|

| 2023|$52,024|—|—|—|—|

| 2022|$16,733|—|—|—|—|

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