Plan Snapshot
- Plan Sponsor: Gid Investment Advisers LLC
- Sponsor EIN: 800081966
- Sponsor Address: 125 HIGH STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 1,239
- Total Assets: $139.3M
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 | 1,239 | $139.3M | $3.4M | $10.3M |
| 2023 | 1,227 | $122.6M | $3.1M | $9.7M |
| 2022 | 1,189 | $101.2M | $2.8M | $8.6M |
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 |
|---|---|---|---|---|
| BRITT & COMPANY CPA, LLC | Auditor | — | — | $0 |
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 | $237,722 | — | $237,722 | — | — |
| 2023 | $215,169 | $1,153 | $200,516 | $13,500 | — |
| 2022 | $179,703 | — | $177,574 | — | $2,129 |