Plan Snapshot
- Plan Sponsor: Gta Containers, INC.
- Sponsor EIN: 351748574
- Sponsor Address: 4201 LINDEN AVENUE, SOUTH BEND, IN, 46619
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 128
- Total Assets: $2.1M
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 | 128 | $2.1M | $73,079 | $160,013 |
| 2023 | 88 | $4.7M | $0 | $0 |
| 2022 | 272 | $1.6M | $0 | $0 |
| 2021 | 152 | $3.7M | $0 | $0 |
| 2020 | 145 | $6.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| DULIN, WARD & DEWALD, INC. | Auditor | — | — | $0 |
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 | $23,393 | — | $23,393 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $2,763,833 | $24,548 | — | — | — |
| 2021 | $55,166 | $32,579 | — | — | — |
| 2020 | $364,593 | $22,055 | — | — | — |