Plan Snapshot
- Plan Sponsor: Gupta Media Holdings LLC
- Sponsor EIN: 453743731
- Sponsor Address: 131 DARTMOUTH ST, BOSTON, MA, 02116
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 137
- Total Assets: $15.8M
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. |
|---|---|---|---|---|
| 2025 | 137 | $15.8M | $0 | $0 |
| 2024 | 81 | $12.3M | $457,231 | $706,491 |
| 2023 | 70 | $10.6M | $416,389 | $562,770 |
| 2022 | 70 | $8.1M | $626,719 | $424,320 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | Investment Advisor | — | $30,488 | $30,488 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,488
- Estimated Expense Ratio: 0.193% 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 |
|---|---|---|---|---|---|
| 2025 | $705,580 | — | — | — | — |
| 2024 | $26 | — | — | — | — |
| 2023 | $869 | — | — | — | — |
| 2022 | $137 | — | — | — | — |