Plan Snapshot
- Plan Sponsor: Gs1 Us, INC.
- Sponsor EIN: 362746754
- Sponsor Address: PRINCETON SOUTH CORPORATE CENTER, EWING, NJ, 08628
- Plan Type: 401(k)
- Total Participants: 256
- Total Assets: $101.3M
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 | 256 | $101.3M | $2.9M | $3.3M |
| 2023 | 240 | $90.9M | $2.7M | $3.2M |
| 2022 | 243 | $77.8M | $2.5M | $2.8M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $45,000 | — | $45,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $13,436 | — | $13,436 |
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,436
- Estimated Expense Ratio: 0.058% 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 | $58,436 | $45,000 | $300 | — | — |
| 2023 | $66,374 | $45,000 | $300 | — | — |
| 2022 | $6,810 | — | — | — | — |