Plan Snapshot
- Plan Sponsor: Gpi, Incorporated
- Sponsor EIN: 341758144
- Sponsor Address: 13000 EQUITY PLACE, LOUISVILLE, KY, 40223
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $11.1M
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 | 329 | $11.1M | $605,254 | $967,189 |
| 2023 | 323 | $8.4M | $493,281 | $777,831 |
| 2022 | 208 | $7.2M | $340,303 | $578,067 |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | N/A | $11,882 | — | $11,882 |
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,882
- Estimated Expense Ratio: 0.107% 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 | $15,767 | $3,884 | — | — | — |
| 2023 | $11,588 | — | — | — | — |
| 2022 | $11,023 | — | — | — | $11,023 |