# Gershman Investment Corp. 401(k) Plan
Source: https://planprovider.pro/companies/gershman-investment-corp-401k-plan

> Gershman Investment Corp.'s 401(k) plan: 231 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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