Plan Snapshot
- Plan Sponsor: Gilster-Mary Lee
- Sponsor EIN: 370951425
- Sponsor Address: PO BOX 227, CHESTER, IL, 62233
- Plan Type: 401(k)
- Total Participants: 2,476
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2,476 | $2.0M | $128,796 | $764,959 |
| 2023 | 2,394 | $1.1M | $0 | $784,737 |
| 2022 | 1,731 | $323,177 | $0 | $329,741 |
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 |
|---|---|---|---|---|
| KERBER, ECK & BRAECKEL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER, ECK & BRAECKEL 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 | $69,215 | $29,306 | $39,909 | — | — |
| 2023 | $59,780 | $25,000 | $34,780 | — | — |
| 2022 | $8,661 | — | $8,661 | — | — |