Plan Snapshot
- Plan Sponsor: Gunnison Consulting Group, INC.
- Sponsor EIN: 521907698
- Sponsor Address: 8201 GREENSBORO DRIVE, SUITE 435, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 315
- Total Assets: $26.5M
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 | 315 | $26.5M | $1.1M | $2.8M |
| 2023 | 282 | $22.7M | $802,877 | $2.5M |
| 2022 | 196 | $18.6M | $628,800 | $1.6M |
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 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | INVESTMENT ADVISOR | $61,107 | — | $61,107 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $22,119 | — | $22,119 |
| FORVIS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,226
- Estimated Expense Ratio: 0.314% 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 | $83,226 | $61,107 | — | — | — |
| 2023 | $67,623 | — | $67,623 | — | — |
| 2022 | $55,916 | — | $55,916 | — | — |