# Gibson & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/gibson-associates-inc-401k-plan

> Gibson & Associates, INC.'s 401(k) plan: 197 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gibson & Associates, INC.

- **Sponsor EIN:** 752057660

- **Sponsor Address:** 11210 RYLIECREST DR., BALCH SPRINGS, TX, 751800579

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

- **Total Participants:** 197

- **Total Assets:** $11.6M

## 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|197|$11.6M|$431,727|$724,589|

| 2023|196|$9.9M|$375,878|$647,191|

| 2022|180|$8.4M|$359,459|$610,845|

## 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|

| TRANSAMERICA LIFE INSURANCE COMPANY|RECORD-KEEPER|$9,989|—|$9,989|

| DEFINITI LLC|RECORD-KEEPER|$9,006|$248|$9,254|

| GARRETY AND ASSOCIATES CPA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORD-KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,243

- **Estimated Expense Ratio:** 0.166% 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|$21,108|$2,113|—|—|—|

| 2023|$20,269|—|—|—|—|

| 2022|$18,593|—|—|—|—|

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