# Gh Iii Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/gh-iii-management-llc-401k-plan

> Gh Iii Management, LLC's 401(k) plan: 89 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gh Iii Management, LLC

- **Sponsor EIN:** 760633626

- **Sponsor Address:** 5120 WOODWAY, SUITE 5020, HOUSTON, TX, 77056

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

- **Total Participants:** 89

- **Total Assets:** $7.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|89|$7.5M|$78,161|$599,654|

| 2023|102|$6.8M|$93,387|$702,062|

| 2022|108|$6.1M|$100,236|$787,111|

## 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|

| ASSURED PARTNERS CAPITAL, INC|SERVICE PROVIDER|—|$12,799|$12,799|

| KESTRA ADVISORY SERVICES LLC|SERVICE PROVIDER|—|$6,962|$6,962|

| HOLZKNECHT UMALI, INC.|TPA|$2,900|$3,466|$6,366|

| HARPER & PEARSON COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA ADVISORY SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — SERVICE PROVIDER

- [HARPER & PEARSON COMPANY, P.C.](https://planprovider.pro/provider/harper-and-pearson-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,127

- **Estimated Expense Ratio:** 0.347% 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|$7,403|$1,353|$5,100|—|—|

| 2023|$5,277|$1,027|$1,900|—|—|

| 2022|$5,939|$839|—|—|$5,100|

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