# Schmueser Gordon Meyer, INC. 401(k) Plan
Source: https://planprovider.pro/companies/schmueser-gordon-meyer-inc-401k-plan

> Schmueser Gordon Meyer, INC.'s 401(k) plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schmueser Gordon Meyer, INC.

- **Sponsor EIN:** 841015600

- **Sponsor Address:** 118 WEST 6TH STREET SUITE 200, GLENWOOD SPRINGS, CO, 81601

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

- **Total Participants:** 116

- **Total Assets:** $23.5M

## 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|116|$23.5M|$477,347|$1.5M|

| 2023|117|$19.5M|$456,303|$1.4M|

| 2022|116|$15.7M|$300,650|$1.2M|

## 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|

| ELEVATE CAPITAL ADVISORS LLC|INVESTMENT ADVISOR|$42,344|—|$42,344|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$17,966|—|$17,966|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$13,474|—|$13,474|

| LEAFHOUSE FINANCIAL ADVISORS, LLC|INVESTMENT ADVISOR|$10,587|—|$10,587|

| DWC CPAS AND ADVISORS|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,371

- **Estimated Expense Ratio:** 0.359% 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|$84,371|$70,897|—|—|—|

| 2023|$67,415|$55,990|—|—|—|

| 2022|$103,710|—|$103,710|—|—|

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