Plan Snapshot
- Plan Sponsor: Government Personnel Mutual Life Insurance Company
- Sponsor EIN: 740651020
- Sponsor Address: 2211 NE LOOP 410, SAN ANTONIO, TX, 782174630
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $28.7M
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 | 120 | $28.7M | $645,704 | $991,387 |
| 2023 | 132 | $26.7M | $643,948 | $957,826 |
| 2022 | 126 | $28.1M | $612,055 | $889,167 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | INVESTMENT ADVISOR | $53,769 | — | $53,769 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORD KEEPER | $22,577 | — | $22,577 |
| ERNST & YOUNG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — INVESTMENT ADVISOR
- ERNST & YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,346
- Estimated Expense Ratio: 0.266% 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 | $76,346 | $53,769 | — | — | — |
| 2023 | $64,284 | $54,444 | — | — | — |
| 2022 | $46,426 | $41,706 | $4,474 | — | — |