Plan Snapshot
- Plan Sponsor: Gsw Sports LLC
- Sponsor EIN: 273038750
- Sponsor Address: 1 WARRIORS WAY, SAN FRANCISCO, CA, 94158
- Plan Type: 401(k)
- Total Participants: 1,967
- Total Assets: $51.7M
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 | 1,967 | $51.7M | $1.2M | $6.4M |
| 2023 | 1,574 | $39.6M | $1.1M | $5.9M |
| 2022 | 1,437 | $28.3M | $1.1M | $5.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $110,966 | — | $110,966 |
| PRECEPT ADVISORY GROUP | Investment Advisor | $66,950 | — | $66,950 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $8,543 | — | $8,543 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $186,459
- Estimated Expense Ratio: 0.361% 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 | $186,459 | $75,493 | — | — | — |
| 2023 | $181,769 | $73,038 | — | — | — |
| 2022 | $202,009 | $6,707 | — | — | — |