# Glass Lewis & Co. LLC 401(k) Plan
Source: https://planprovider.pro/companies/glass-lewis-co-llc-401k-plan

> Glass Lewis & Co. LLC's 401(k) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Glass Lewis & Co. LLC

- **Sponsor EIN:** 043737021

- **Sponsor Address:** 100 PINE STREET, SAN FRANCISCO, CA, 94111

- **Plan Type:** 401(k)

- **Total Participants:** 116

- **Total Assets:** $18.4M

## 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|116|$18.4M|$316,201|$1.1M|

| 2023|112|$15.7M|$273,146|$948,019|

| 2022|106|$13.1M|$245,572|$874,331|

## 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|

| FRANK RIMERMAN & CO LLP|Auditor|$14,700|—|$14,700|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FRANK RIMERMAN & CO LLP](https://planprovider.pro/provider/frank-rimerman-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,700

- **Estimated Expense Ratio:** 0.080% 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|$40,737|—|$26,037|$14,700|—|

| 2023|$33,490|—|$23,490|$10,000|—|

| 2022|$38,033|—|$24,383|—|$13,650|

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