Plan Snapshot
- Plan Sponsor: Gpm Investments, LLC
- Sponsor EIN: 550807113
- Sponsor Address: 8565 MAGELLAN PARKWAY, RICHMOND, VA, 23227
- Plan Type: 401(k)
- Total Participants: 13,134
- Total Assets: $39.2M
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 | 13,134 | $39.2M | $1.4M | $4.9M |
| 2023 | 21,431 | $32.3M | $1.4M | $4.7M |
| 2022 | 21,099 | $23.9M | $1.2M | $3.8M |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS AND COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS AND COMPANY LLP — Auditor
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 | $212,101 | — | $212,101 | — | — |
| 2023 | $120,441 | — | $120,441 | — | — |
| 2022 | $103,408 | — | $103,408 | — | — |