# Gwr 401(K) Plan 401(k) Plan
Source: https://planprovider.pro/companies/gwr-401-k-plan-401k-plan

> Gwr 401(K) Plan&#39;s 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gwr 401(K) Plan

- **Sponsor EIN:** 462130760

- **Sponsor Address:** 2000 WEST LOOP S, HOUSTON, TX, 77027

- **Plan Type:** 401(k)

- **Total Participants:** 150

- **Total Assets:** $4.1M

## 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|$4.1M|$50,285|$379,228|

| 2023|144|$3.7M|$287,088|$367,622|

| 2022|165|$3.0M|$304,001|$350,958|

## 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|

| TURNER, STONE & COMPANY, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TURNER, STONE & COMPANY, L.L.P.](https://planprovider.pro/provider/turner-stone-and-company-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|$13,887|—|$13,887|—|—|

| 2023|$11,955|—|$11,955|—|—|

| 2022|$11,560|—|$11,560|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gwr-401-k-plan-401k-plan)

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