Plan Snapshot
- Plan Sponsor: Gilster-Mary Lee Corp Employees Profit Sharing Retirement Trust
- Sponsor EIN: 370951425
- Sponsor Address: P O BOX 227, CHESTER, IL, 62233
- Plan Type: DC
- Plan Number: 001
- Total Participants: 3,498
- Total Assets: $13.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 3,498 | $13.8M | $0 | $0 |
| 2024 | 3,403 | $13.1M | $1.3M | $0 |
| 2023 | 3,212 | $12.5M | $3.0M | $0 |
| 2022 | 3,113 | $33.9M | $0 | $0 |
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 | $42,325 | — | $42,325 |
| WELLS FARGO ADVISORS | Investment Advisor | $21,760 | — | $21,760 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,085
- Estimated Expense Ratio: 0.464% 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 |
|---|---|---|---|---|---|
| 2025 | $1,988,329 | $21,760 | — | — | — |
| 2024 | $69,776 | $20,811 | — | — | — |
| 2023 | $99,149 | $53,782 | — | — | — |
| 2022 | $87,265 | $42,447 | — | — | $44,818 |