Plan Snapshot
- Plan Sponsor: Gk Management Co., INC.
- Sponsor EIN: 952805182
- Sponsor Address: 5150 OVERLAND AVE, CULVER CITY, CA, 90230
- Plan Type: 401(k)
- Total Participants: 419
- Total Assets: $31.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 419 | $31.6M | $933,892 | $2.0M |
| 2023 | 498 | $28.7M | $864,677 | $1.8M |
| 2022 | 503 | $26.2M | $895,979 | $1.8M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $68,778 | — | $68,778 |
| EMPOWER ANNUITY INSURANCE CO OF AME | Recordkeeper | $34,986 | — | $34,986 |
| ACTUARIAL BENEFITS CORP. | Other Service Provider | $29,692 | — | $29,692 |
| CLIFTON LARSON ALLEN WEALTH ADV LLC | Auditor | $19,483 | — | $19,483 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,939
- Estimated Expense Ratio: 0.484% 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 | $124,152 | — | $124,152 | — | — |
| 2023 | $117,568 | — | $114,012 | — | — |
| 2022 | $112,761 | — | $111,166 | — | — |