# Glen-Gery Corporation 401(k) Plan
Source: https://planprovider.pro/companies/glen-gery-corporation-401k-plan

> Glen-Gery Corporation's 401(k) plan: 860 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Glen-Gery Corporation

- **Sponsor EIN:** 310943426

- **Sponsor Address:** 1166 SPRING STREET, WYOMISSING, PA, 19610

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

- **Total Participants:** 860

- **Total Assets:** $52.0M

## 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|860|$52.0M|$1.8M|$3.6M|

| 2023|802|$47.6M|$1.8M|$3.6M|

| 2022|855|$41.1M|$1.7M|$3.3M|

## 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|

| FIDELITY WORKPLACE SERVICES LLC|PLAN ADMINISTRATOR|$102,818|—|$102,818|

| MERRILL LYNCH|INVESTMENT ADVISOR|$28,554|—|$28,554|

| HERBEIN & COMPANY INC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISOR

- [HERBEIN & COMPANY INC](https://planprovider.pro/provider/herbein-company-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $131,372

- **Estimated Expense Ratio:** 0.253% 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|$131,372|$28,554|—|—|—|

| 2023|$89,183|$58,708|—|—|—|

| 2022|$37,369|—|—|—|—|

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