# Greatamerica Financial Services Corporation 401(k) Plan
Source: https://planprovider.pro/companies/greatamerica-financial-services-corporation-401k-plan

> Greatamerica Financial Services Corporation's 401(k) plan: 751 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Greatamerica Financial Services Corporation

- **Sponsor EIN:** 421425592

- **Sponsor Address:** 625 FIRST STREET, SE, CEDAR RAPIDS, IA, 52401

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

- **Total Participants:** 751

- **Total Assets:** $178.6M

## 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|751|$178.6M|$5.3M|$7.4M|

| 2023|752|$154.5M|$5.2M|$6.8M|

| 2022|695|$126.0M|$4.6M|$6.1M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$79,691|—|$79,691|

| CAPITAL STRATEGIES INVESTMENT GROUP|CONSULTANT|$51,250|—|$51,250|

| CLIFTONLARSONALLEN LLP|ACCOUNTANT|$16,753|—|$16,753|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $147,694

- **Estimated Expense Ratio:** 0.083% 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|$147,694|—|—|$16,753|—|

| 2023|$150,782|—|—|$15,960|—|

| 2022|$138,888|—|—|—|—|

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