# Gerkin Windows & Doors 401(k) Plan
Source: https://planprovider.pro/companies/gerkin-windows-doors-401k-plan

> Gerkin Windows & Doors's 401(k) plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SECURITY NATIONAL BANK|TRUSTEE|$52,409|—|$52,409|

| CHARLES SCHWAB BANK|CUSTODIAN|$5,516|—|$5,516|

| HENJES CONNER AND WILLIAMS PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [HENJES CONNER AND WILLIAMS PC](https://planprovider.pro/provider/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:** $57,925

- **Estimated Expense Ratio:** 0.339% 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|$57,925|$52,409|—|—|—|

| 2023|$49,919|$45,838|—|—|—|

| 2022|$45,185|$45,185|—|—|—|

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