Plan Snapshot
- Plan Sponsor: Gordon Us, LLC
- Sponsor EIN: 863292759
- Sponsor Address: 4501 DALY DRIVE, CHANTILLY, VA, 20151
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $16.3M
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 | 106 | $16.3M | $257,275 | $1.0M |
| 2023 | 97 | $13.8M | $309,949 | $1.0M |
| 2022 | 118 | $13.6M | $298,339 | $1.0M |
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 |
|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | $28,422 | — | $28,422 |
| STAMBAUGH NESS, INC. | ACCOUNTANT/AUDITOR | $14,250 | — | $14,250 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $13,992 | — | $13,992 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $6,663 | — | $6,663 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
- STAMBAUGH NESS, INC. — ACCOUNTANT/AUDITOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,327
- Estimated Expense Ratio: 0.389% 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 | $63,327 | $35,085 | — | $14,250 | — |
| 2023 | $56,267 | $31,384 | — | $11,000 | — |
| 2022 | $60,030 | $4,452 | — | — | — |