Plan Snapshot
- Plan Sponsor: Gfp Real Estate, LLC
- Sponsor EIN: 464358048
- Sponsor Address: 515 MADISON AVENUE, SUITE 1500, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $21.4M
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 | 93 | $21.4M | $275,662 | $1.2M |
| 2023 | 106 | $18.3M | $298,998 | $1.2M |
| 2022 | 161 | $16.7M | $193,883 | $886,583 |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $76,226 | $26,276 | — | — | — |
| 2023 | $59,833 | $29,595 | $30,238 | — | — |
| 2022 | $58,940 | $18,022 | $40,918 | — | — |