# Gorman & Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/gorman-company-llc-401k-plan

> Gorman & Company, LLC's 401(k) plan: 602 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gorman & Company, LLC

- **Sponsor EIN:** 823739186

- **Sponsor Address:** 200 NORTH MAIN STREET, OREGON, WI, 53575

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

- **Total Participants:** 602

- **Total Assets:** $35.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|602|$35.8M|$1.7M|$2.5M|

| 2023|511|$29.9M|$1.4M|$2.2M|

| 2022|445|$23.0M|$2.1M|$1.8M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$73,935|—|$73,935|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$12,683|—|$12,683|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$6,526|—|$6,526|

| WORLD INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$6,189|—|$6,189|

| WEGNER CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WEGNER CPAS](https://planprovider.pro/provider/wegner-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $99,333

- **Estimated Expense Ratio:** 0.278% 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|$99,333|$25,398|—|—|—|

| 2023|$66,805|$17,219|—|—|—|

| 2022|$54,520|$13,881|$40,639|—|—|

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