Plan Snapshot
- Plan Sponsor: Gi Associates, LLC
- Sponsor EIN: 391994360
- Sponsor Address: 2801 W KINNICKINNIC PARKWAY SUITE 1, MILWAUKEE, WI, 53215
- Plan Type: 401(k)
- Total Participants: 300
- Total Assets: $63.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 300 | $63.2M | $1.8M | $2.0M |
| 2023 | 298 | $58.3M | $1.8M | $1.8M |
| 2022 | 285 | $54.8M | $1.6M | $1.7M |
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 |
|---|---|---|---|---|
| CLA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLA — Auditor
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 | $108,720 | $73,825 | — | — | — |
| 2023 | $99,292 | $66,973 | — | — | — |
| 2022 | $94,531 | — | $94,531 | — | — |