# Gorbel, INC. 401(k) Plan
Source: https://planprovider.pro/companies/gorbel-inc-401k-plan

> Gorbel, INC.'s 401(k) plan: 544 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gorbel, INC.

- **Sponsor EIN:** 161093854

- **Sponsor Address:** 600 FISHERS RUN, VICTOR, NY, 14564

- **Plan Type:** 401(k)

- **Total Participants:** 544

- **Total Assets:** $45.1M

## 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|544|$45.1M|$701,659|$3.4M|

| 2023|446|$40.0M|$545,477|$2.7M|

| 2022|462|$33.3M|$799,822|$2.8M|

## 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|

| UBS FINANCIAL SERVICES INC|CONSULTANT|$34,034|—|$34,034|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$17,239|—|$17,239|

| DAVIE KAPLAN, CPA, P.C.|ACCOUNTANT/AUDITOR|$12,250|—|$12,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — CONSULTANT

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [DAVIE KAPLAN, CPA, P.C.](https://planprovider.pro/provider/davie-kaplan-cpa-pc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $63,523

- **Estimated Expense Ratio:** 0.141% 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|$63,523|—|—|$12,250|—|

| 2023|$63,295|—|$300|$3,300|—|

| 2022|$75,759|—|—|—|—|

## Similar Plans

- [Derrick Corporation](https://planprovider.pro/companies/derrick-corporation-plan-001) — 617 participants

- [Roechling Medical Rochester, L.P.](https://planprovider.pro/companies/roechling-medical-rochester-l-p-401k-plan) — 462 participants

- [Xylem INC.](https://planprovider.pro/companies/xylem-inc-plan-053) — 320 participants

- [Veeco Instruments INC.](https://planprovider.pro/companies/veeco-instruments-inc-401k-plan) — 888 participants

- [Columbus Mckinnon Corporation](https://planprovider.pro/companies/columbus-mckinnon-corporation-401k-plan) — 1,592 participants

- [Xylem INC.](https://planprovider.pro/companies/xylem-inc-401k-plan-001) — 8,288 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gorbel-inc-401k-plan)

© 2026 PlanProvider.Pro