Plan Snapshot
- Plan Sponsor: Gleiberman Properties INC.
- Sponsor EIN: 330711832
- Sponsor Address: 10505 SORRENTO VALLEY ROAD, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 633
- Total Assets: $22.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 633 | $22.0M | $636,515 | $2.6M |
| 2023 | 596 | $17.1M | $613,646 | $2.2M |
| 2022 | 521 | $12.5M | $465,794 | $1.7M |
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 |
|---|---|---|---|---|
| CONSIDINE & CONSIDINE | Auditor | — | — | $0 |
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 | $149,725 | $44,499 | — | — | — |
| 2023 | $120,739 | $33,201 | — | — | — |
| 2022 | $106,868 | $30,767 | $76,101 | — | — |