Plan Snapshot
- Plan Sponsor: Global Data Consultants, LLC
- Sponsor EIN: 200505791
- Sponsor Address: 1144 KENNEBEC DRIVE, CHAMBERSBURG, PA, 172012809
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $15.6M
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 | 252 | $15.6M | $439,820 | $1.1M |
| 2023 | 238 | $12.9M | $105,796 | $976,625 |
| 2022 | 238 | $10.6M | $75,845 | $909,978 |
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 |
|---|---|---|---|---|
| SMITH ELLIOTT KEARNS & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH ELLIOTT KEARNS & COMPANY 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 | $86,023 | $42,517 | $17,233 | — | — |
| 2023 | $67,449 | $33,941 | $13,007 | — | — |
| 2022 | $62,763 | — | — | — | — |