Plan Snapshot
- Plan Sponsor: Gumbys LLC
- Sponsor EIN: 550753984
- Sponsor Address: 98 EAST COVE AVENUE, WHEELING, WV, 26003
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 143 | $9.3M | $373,229 | $292,530 |
| 2023 | 131 | $9.3M | $370,980 | $302,059 |
| 2022 | 124 | $7.5M | $354,713 | $270,099 |
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 |
|---|---|---|---|---|
| LOUIS PLUNG AND COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LOUIS PLUNG AND COMPANY, LLP — Auditor
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 | $32,946 | — | — | — | — |
| 2023 | $32,303 | — | — | — | — |
| 2022 | $27,852 | — | — | — | $27,852 |