Plan Snapshot
- Plan Sponsor: Gordon Brush Mfg. Co., INC.
- Sponsor EIN: 952833933
- Sponsor Address: 3737 CAPITOL AVE., CITY OF INDUSTRY, CA, 90601
- Plan Type: 401(k)
- Total Participants: 127
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 127 | $10.8M | $392,417 | $296,848 |
| 2023 | 127 | $9.7M | $335,801 | $254,637 |
| 2022 | 105 | $8.0M | $297,087 | $233,202 |
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 |
|---|---|---|---|---|
| LEMAS & ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $24,648 | $15,285 | $450 | — | — |
| 2023 | $19,411 | $12,542 | $6,869 | — | — |
| 2022 | $20,478 | — | — | — | $20,478 |