Plan Snapshot
- Plan Sponsor: Gerkin Windows & Doors
- Sponsor EIN: 421368811
- Sponsor Address: PO BOX 3203, SIOUX CITY, IA, 51102
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $17.1M
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. |
|---|---|---|---|---|
| 2024 | 203 | $17.1M | $1.1M | $690,942 |
| 2023 | 200 | $15.7M | $1.0M | $665,087 |
| 2022 | 181 | $12.4M | $931,862 | $607,695 |
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 |
|---|---|---|---|---|
| HENJES CONNER AND WILLIAMS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENJES CONNER AND WILLIAMS PC — 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 | $57,925 | $52,409 | — | — | — |
| 2023 | $49,919 | $45,838 | — | — | — |
| 2022 | $45,185 | $45,185 | — | — | — |