Plan Snapshot
- Plan Sponsor: Gulf Stream Coach, INC.
- Sponsor EIN: 351567637
- Sponsor Address: PO BOX 1005, NAPPANEE, IN, 46550
- Plan Type: 401(k)
- Total Participants: 380
- Total Assets: $11.4M
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 | 380 | $11.4M | $82,179 | $615,943 |
| 2023 | 298 | $10.6M | $91,701 | $569,974 |
| 2022 | 448 | $10.1M | $153,698 | $931,587 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | $33,306 | — | $33,306 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,306
- Estimated Expense Ratio: 0.291% 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 | $102,606 | $41,453 | — | $33,306 | — |
| 2023 | $83,411 | $40,245 | — | $11,445 | — |
| 2022 | $72,825 | — | — | — | — |