Plan Snapshot
- Plan Sponsor: Gordon Rees Scully Mansukhani, LLP
- Sponsor EIN: 941617026
- Sponsor Address: 100 PRINGLE AVENUE, WALNUT CREEK, CA, 94596
- Plan Type: 401(k)
- Total Participants: 2,831
- Total Assets: $449.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,831 | $449.5M | $11.0M | $21.5M |
| 2023 | 2,462 | $384.7M | $7.4M | $18.9M |
| 2022 | 2,050 | $319.7M | $7.9M | $16.2M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $99,564 | — | $99,564 |
| ASPIRIANT LLC | NONE | $36,070 | — | $36,070 |
| GLOBAL RETIREMENT PARTNERS LLC | NONE | $28,000 | — | $28,000 |
| BAKER TILLY US, LLP | Auditor | $23,000 | — | $23,000 |
| MOSS ADAMS LLP | NONE | $23,000 | — | $23,000 |
| PARALLEL ADVISORS LLC | NONE | $17,545 | — | $17,545 |
| ENVESTNET ASSET MANAGEMENT INC | NONE | $7,942 | — | $7,942 |
| MARIN WEALTH ADVISORS LLC | NONE | $5,345 | — | $5,345 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- GLOBAL RETIREMENT PARTNERS LLC — NONE
- BAKER TILLY US, LLP — Auditor
- MOSS ADAMS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $240,466
- Estimated Expense Ratio: 0.053% 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 | $230,744 | $184,695 | — | $23,000 | — |
| 2023 | $183,791 | $138,456 | $22,350 | — | — |
| 2022 | $154,782 | $99,026 | — | — | $23,011 |