# Gordon Rees Scully Mansukhani, LLP 401(k) Plan
Source: https://planprovider.pro/companies/gordan-rees-scully-mansukhani-llp-401k-plan

> Gordon Rees Scully Mansukhani, LLP's 401(k) plan: 2,831 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gordan-rees-scully-mansukhani-llp-401k-plan)

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