Plan Snapshot
- Plan Sponsor: Gemma Services
- Sponsor EIN: 232310084
- Sponsor Address: 512 WEST TOWNSHIP LINE ROAD, PLYMOUTH MEETING, PA, 19462
- Plan Type: 401(k)
- Total Participants: 491
- Total Assets: $18.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 491 | $18.3M | $693,742 | $1.1M |
| 2023 | 465 | $15.3M | $550,981 | $1.0M |
| 2022 | 427 | $13.2M | $215,017 | $704,223 |
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 |
|---|---|---|---|---|
| WITHUM, SMITH & BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM, SMITH & BROWN — 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 | $62,980 | $529 | $60,651 | — | — |
| 2023 | $37,156 | $456 | $33,425 | — | — |
| 2022 | $32,810 | — | — | — | $32,810 |