Plan Snapshot
- Plan Sponsor: Gerresheimer Peachtree City, INC.
- Sponsor EIN: 582034894
- Sponsor Address: 650 HIGHWAY 74 SOUTH, PEACHTREE CITY, GA, 30269
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $8.5M
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 | 326 | $8.5M | $622,053 | $1.0M |
| 2023 | 206 | $7.0M | $537,222 | $756,138 |
| 2022 | 205 | $5.6M | $315,444 | $594,616 |
| 2021 | 128 | $5.9M | $0 | $0 |
| 2020 | 172 | $5.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $30,321 | — | $30,321 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $29,423 | — | $29,423 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $6,207 | — | $6,207 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,951
- Estimated Expense Ratio: 0.775% 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 | $61,360 | $31,039 | — | — | — |
| 2023 | $75,736 | — | $75,736 | — | — |
| 2022 | $49,467 | — | $49,467 | — | — |
| 2021 | $49,099 | — | $49,099 | — | — |
| 2020 | $33,968 | — | $33,968 | — | — |