# Gis National, LLC 401(k) Plan
Source: https://planprovider.pro/companies/gis-national-llc-plan-001

> Gis National, LLC's 401(k) plan: 295 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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