Plan Snapshot
- Plan Sponsor: Gis National, LLC
- Sponsor EIN: 462499839
- Sponsor Address: 9500 KROGER BLVD, ST. PETERSBURG, FL, 33702
- Plan Type: 401(k)
- Total Participants: 295
- Total Assets: $11.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 295 | $11.7M | $761,380 | $1.6M |
| 2023 | 239 | $8.2M | $704,797 | $1.3M |
| 2022 | 155 | $5.0M | $442,711 | $900,794 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUIT INS CO OF AMERICA | RECORDKEEPER | $46,940 | — | $46,940 |
| CETERA INVESTMENT ADVISORS LLC | INV ADVISORY | $21,522 | — | $21,522 |
| CARNOW AND ASSOCIATES, LTD. | TPA | $5,150 | $8,816 | $13,966 |
| EMPOWER ADVISOR GROUP | INVESTMENT MGMT | $13,954 | — | $13,954 |
| KELLY PARTNERS (FRS) ATTEST SERVICE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,382
- Estimated Expense Ratio: 0.821% 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 | $86,498 | — | — | — | — |
| 2023 | $37,911 | — | — | — | — |
| 2022 | $30,678 | — | — | — | — |