# Gws Holdings 401(k) Plan
Source: https://planprovider.pro/companies/gws-holdings-401k-plan

> Gws Holdings's 401(k) plan: 536 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gws Holdings

- **Sponsor EIN:** 471390886

- **Sponsor Address:** 595 COUNTY ROAD 448, TAVARES, FL, 32778

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

- **Total Participants:** 536

- **Total Assets:** $22.2M

## 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|536|$22.2M|$972,263|$1.8M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$54,819|—|$54,819|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$40,715|—|$40,715|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$16,738|—|$16,738|

| JULY BUSINESS SERVICES|CONTRACT ADMIN|$3,800|$6,613|$10,413|

| PLANCHECK CPA'S LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JULY BUSINESS SERVICES](https://planprovider.pro/provider/july-business-services) — CONTRACT ADMIN

- [PLANCHECK CPA'S LLC](https://planprovider.pro/provider/plancheck-cpas-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $122,685

- **Estimated Expense Ratio:** 0.553% 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|$107,296|$48,677|$3,800|—|—|

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

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