# Gws Tool, LLC 401(k) Plan
Source: https://planprovider.pro/companies/gws-tool-llc-401k-plan

> Gws Tool, LLC's 401(k) plan: 495 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Gws Tool, LLC

- **Sponsor EIN:** 364790066

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

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

- **Total Participants:** 495

- **Total Assets:** $20.2M

## 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.|

| 2023|495|$20.2M|$977,360|$1.9M|

| 2022|491|$17.8M|$802,474|$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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$94,364|—|$94,364|

| MERRILL LYNCH PIERCE FENNER|INVESTMENT ADVISOR|$84,764|—|$84,764|

| JULY BUSINESS SERVICES|CONTRACT ADMIN|$21,592|$20,000|$41,592|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$26,576|—|$26,576|

| 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:** $247,296

- **Estimated Expense Ratio:** 1.222% 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|

| 2023|$99,422|—|—|—|—|

| 2022|$75,126|—|$75,126|—|—|

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

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