Plan Snapshot
- Plan Sponsor: Gymshark Usa INC
- Sponsor EIN: 842495905
- Sponsor Address: 370 17TH ST STE 3900, DENVER, CO, 802025610
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $2.0M
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 | 62 | $2.0M | $209,428 | $246,364 |
| 2023 | 35 | $1.7M | $261,379 | $313,998 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $9,391 | — | $9,391 |
| 401K GENERATION | Recordkeeper | $7,528 | — | $7,528 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,919
- Estimated Expense Ratio: 0.857% 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 | $15,495 | $1,425 | $14,070 | — | — |
| 2023 | $17,805 | — | $17,805 | — | — |