Plan Snapshot
- Plan Sponsor: Gmh Associates, INC.
- Sponsor EIN: 232618889
- Sponsor Address: 10 CAMPUS BOULEVARD, NEWTOWN SQUARE, PA, 190733200
- Plan Type: 401(k)
- Total Participants: 346
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 346 | $12.0M | $150,862 | $992,765 |
| 2023 | 360 | $10.4M | $140,905 | $995,647 |
| 2022 | 340 | $9.7M | $108,522 | $801,428 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | RECORDKEEPER | $42,071 | — | $42,071 |
| MERRILL LYNCH LIFE AGENCY, INC | INVESTMENT ADVISOR | $22,471 | — | $22,471 |
| JOSEPH P. MELVIN COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSURAN — RECORDKEEPER
- MERRILL LYNCH LIFE AGENCY, INC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,542
- Estimated Expense Ratio: 0.537% 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 | $88,248 | — | $88,248 | — | — |
| 2023 | $83,513 | — | $83,513 | — | — |
| 2022 | $71,871 | — | $71,871 | — | — |