# Gerken Materials, INC. 401(k) Plan
Source: https://planprovider.pro/companies/gerken-materials-inc-401k-plan

> Gerken Materials, INC.'s 401(k) plan: 334 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gerken Materials, INC.

- **Sponsor EIN:** 344478444

- **Sponsor Address:** 9072 COUNTY ROAD 424, NAPOLEON, OH, 43545

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

- **Total Participants:** 334

- **Total Assets:** $31.0M

## 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|334|$31.0M|$879,400|$1.6M|

| 2023|381|$31.4M|$864,519|$1.5M|

| 2022|231|$18.8M|$513,031|$1.0M|

## 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|

| LPL FINANCIAL LLC - RPCP|RIA|—|$47,629|$47,629|

| NORTHSTAR FIDUCIARY PARTNERS|RIA|—|$12,617|$12,617|

| CLIFTONLARSONALLEN, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN, LTD](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,246

- **Estimated Expense Ratio:** 0.194% 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|$19,823|—|$13,988|—|—|

| 2023|$19,052|—|$12,942|—|—|

| 2022|$13,360|$9,625|—|—|$3,735|

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