Plan Snapshot
- Plan Sponsor: Gleason Research Associates, INC.
- Sponsor EIN: 521261002
- Sponsor Address: 5030 BRADFORD DRIVE, BUILDING 1, HUNTSVILLE, AL, 35805
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $20.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 118 | $20.8M | $287,850 | $604,337 |
| 2023 | 121 | $19.7M | $270,593 | $570,399 |
| 2022 | 114 | $16.7M | $262,964 | $550,414 |
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 |
|---|---|---|---|---|
| BMSS,LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BMSS,LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,100 | — | — | — | — |
| 2023 | $1,975 | — | $300 | — | — |
| 2022 | $1,725 | — | — | — | — |