Plan Snapshot
- Plan Sponsor: Robert D. Gilmore & Associates, INC.
- Sponsor EIN: 231992323
- Sponsor Address: 65 EAST BUTLER AVENUE, SUITE 100, NEW BRITAIN, PA, 18901
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $28.9M
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 | 182 | $28.9M | $663,044 | $1.7M |
| 2023 | 169 | $27.1M | $586,436 | $1.6M |
| 2022 | 164 | $24.9M | $353,466 | $1.5M |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $113,195 | $50,034 | $63,161 | — | — |
| 2023 | $107,134 | $50,000 | $57,134 | — | — |
| 2022 | $122,507 | — | $122,507 | — | — |