Plan Snapshot
- Plan Sponsor: Gwbd Operations, INC.
- Sponsor EIN: 861466260
- Sponsor Address: 4515 E 139TH STREET, GRANDVIEW, MO, 64030
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $10.8M
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 | 150 | $10.8M | $913,822 | $716,477 |
| 2023 | 154 | $9.8M | $955,212 | $631,233 |
| 2022 | 155 | $7.1M | $576,891 | $523,939 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
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 | $56,199 | $20,631 | $6,825 | — | — |
| 2023 | $38,351 | $16,335 | $4,275 | — | — |
| 2022 | $37,970 | $15,045 | $9,370 | — | — |