# Robert D. Gilmore & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/robert-d-gilmore-associates-inc-401k-plan

> Robert D. Gilmore & Associates, INC.'s 401(k) plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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