Plan Snapshot
- Plan Sponsor: Gonzalez Production Systems
- Sponsor EIN: 383405306
- Sponsor Address: 1670 E. HIGHWOOD, PONTIAC, MI, 48340
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $24.7M
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 | 324 | $24.7M | $0 | $1.7M |
| 2023 | 265 | $21.3M | $207,999 | $1.5M |
| 2022 | 272 | $18.5M | $0 | $1.4M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | ADVISOR | — | $44,224 | $44,224 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,224
- Estimated Expense Ratio: 0.179% 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 | $3,258 | — | — | — | — |
| 2023 | $3,141 | — | — | — | — |
| 2022 | $2,588 | — | — | — | — |