Plan Snapshot
- Plan Sponsor: Gillman Services, INC.
- Sponsor EIN: 741597662
- Sponsor Address: 10595 W SAM HOUSTON PKWY S, HOUSTON, TX, 77099
- Plan Type: 401(k)
- Total Participants: 921
- Total Assets: $30.4M
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 | 921 | $30.4M | $440,380 | $2.9M |
| 2023 | 887 | $28.9M | $501,689 | $3.1M |
| 2022 | 842 | $26.1M | $611,726 | $3.3M |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO 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 | $125,480 | $7,290 | — | — | — |
| 2023 | $111,739 | $6,978 | — | — | — |
| 2022 | $97,736 | — | $97,736 | — | — |