Plan Snapshot
- Plan Sponsor: Gmrg Acq 1, LLC
- Sponsor EIN: 822381178
- Sponsor Address: 10880 BENSON DR STE 2320, OVERLAND PARK, KS, 662101525
- Plan Type: 401(k)
- Total Participants: 663
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 663 | $3.7M | $155,000 | $275,796 |
| 2023 | 664 | $3.5M | $128,617 | $270,592 |
| 2022 | 783 | $3.4M | $169,916 | $256,078 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Recordkeeper | $11,059 | — | $11,059 |
| APS - PENTEGRA | Recordkeeper | $9,076 | — | $9,076 |
| MORGAN STANLEY SMITH BARNEY LL | Investment Advisor | — | $8,966 | $8,966 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
- APS - PENTEGRA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,101
- Estimated Expense Ratio: 0.784% 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 | $24,250 | $726 | $12,633 | — | — |
| 2023 | $31,432 | $652 | $10,268 | — | — |
| 2022 | $12,535 | — | $12,535 | — | — |