Plan Snapshot
- Plan Sponsor: Ghp Management Corporation
- Sponsor EIN: 264198921
- Sponsor Address: 1082 W 7TH ST, LOS ANGELES, CA, 90017
- Plan Type: 401(k)
- Total Participants: 328
- Total Assets: $5.3M
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 | 328 | $5.3M | $289,805 | $588,901 |
| 2023 | 295 | $4.7M | $259,995 | $518,614 |
| 2022 | 241 | $3.6M | $244,708 | $466,348 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $40,396 | — | $40,396 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $23,298 | — | $23,298 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,694
- Estimated Expense Ratio: 1.198% 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 | $65,186 | $24,790 | — | — | — |
| 2023 | $50,484 | $19,031 | — | — | — |
| 2022 | $9,451 | $2 | — | — | — |