Plan Snapshot
- Plan Sponsor: Gershman Investment Corp.
- Sponsor EIN: 430710608
- Sponsor Address: 16253 SWINGLEY RIDGE RD. STE. 200, CHESTERFIELD, MO, 63017
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $29.3M
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 | 231 | $29.3M | $451,456 | $1.8M |
| 2023 | 217 | $27.1M | $524,502 | $1.8M |
| 2022 | 283 | $31.1M | $809,351 | $2.5M |
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 |
|---|---|---|---|---|
| RUBINBROWN LLP | Auditor | $19,600 | — | $19,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,600
- Estimated Expense Ratio: 0.067% 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 | $131,335 | $50,925 | — | $19,600 | — |
| 2023 | $126,986 | $48,641 | — | $19,000 | — |
| 2022 | $142,367 | $55,649 | — | — | $16,800 |