Plan Snapshot
- Plan Sponsor: Gumenick Management Company, L.C.
- Sponsor EIN: 541685641
- Sponsor Address: 4901 LIBBIE MILL EAST BLVD., SUITE, RICHMOND, VA, 23230
- Plan Type: 401(k)
- Total Participants: 84
- Total Assets: $12.9M
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 | 84 | $12.9M | $244,453 | $504,216 |
| 2023 | 86 | $11.2M | $264,845 | $556,886 |
| 2022 | 102 | $9.9M | $272,706 | $498,692 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $80,713 | — | $4,165 | — | — |
| 2023 | $69,299 | — | $4,590 | — | — |
| 2022 | $58,530 | — | — | — | $13,675 |