# Jerry'S Gm, LLC 401(k) Plan
Source: https://planprovider.pro/companies/jerry-s-gm-llc-401k-plan

> Jerry'S Gm, LLC's 401(k) plan: 248 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jerry'S Gm, LLC

- **Sponsor EIN:** 364623085

- **Sponsor Address:** 3118 FORT WORTH HIGHWAY, WEATHERFORD, TX, 76087

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

- **Total Participants:** 248

- **Total Assets:** $16.9M

## 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|248|$16.9M|$364,842|$1.2M|

| 2023|230|$15.7M|$386,573|$1.4M|

| 2022|251|$14.2M|$410,637|$1.4M|

## 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|

| BENTOAK CAPITAL|INVESTMENT ADVISORY PLAN|$55,768|—|$55,768|

| LPL FINANCIAL CORPORATION|INVESTMENT ADVISORY PLAN|$9,628|—|$9,628|

| TRANSAMERICA FINANCIAL LIFE INSURAN|RECORDKEEPER|$9,110|—|$9,110|

| MILBURN RAY & COMPANY, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INSURAN](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $74,506

- **Estimated Expense Ratio:** 0.442% 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|$8,490|—|$8,490|—|—|

| 2023|$38,974|—|$38,974|—|—|

| 2022|$21,747|—|$21,747|—|—|

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