# Gi Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/gi-associates-llc-plan

> Gi Associates, LLC's 401(k) plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|—|—|

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