# Gmh Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/gmh-associates-inc-401k-plan-001-8889

> Gmh Associates, INC.'s 401(k) plan: 346 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MERRILL LYNCH LIFE AGENCY, INC](https://planprovider.pro/provider/merrill-lynch) — 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|—|—|

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