# Germer PLLC 401(k) Plan
Source: https://planprovider.pro/companies/germer-pllc-401k-plan

> Germer PLLC's 401(k) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Germer PLLC

- **Sponsor EIN:** 760445148

- **Sponsor Address:** 550 FANNIN, BEAUMONT, TX, 77701

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

- **Total Participants:** 216

- **Total Assets:** $43.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|216|$43.7M|$1.1M|$2.0M|

| 2023|171|$37.8M|$949,660|$1.8M|

| 2022|164|$31.2M|$1.0M|$1.6M|

## 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|

| BEAUMONT ASSET MANAGEMENT LLC|ADVISOR|$51,324|—|$51,324|

| COOK PARKER AND ASSOCIATES, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,324

- **Estimated Expense Ratio:** 0.117% 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|$52,624|$51,324|—|—|—|

| 2023|$46,262|$43,794|$1,200|—|—|

| 2022|$46,588|—|—|—|—|

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