Plan Snapshot
- Plan Sponsor: Gunderlin, Ltd.
- Sponsor EIN: 590691691
- Sponsor Address: 3625 EAST 11TH AVENUE, HIALEAH, FL, 33013
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $12.9M
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 | 132 | $12.9M | $186,483 | $509,470 |
| 2023 | 118 | $11.2M | $183,139 | $476,539 |
| 2022 | 120 | $9.5M | $169,058 | $417,955 |
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 |
|---|---|---|---|---|
| STADION MONEY MANAGEMENT | Recordkeeper | $23,816 | — | $23,816 |
| BENCHMARK FINANCIAL WEALTH ADVISORS | Other Service Provider | $12,569 | — | $12,569 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STADION MONEY MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,385
- Estimated Expense Ratio: 0.283% 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 | $44,053 | $37,332 | $6,721 | — | — |
| 2023 | $27,884 | $23,784 | $4,100 | — | — |
| 2022 | $27,242 | $24,767 | $2,475 | — | — |