# The Garrett Companies 401(k) Plan
Source: https://planprovider.pro/companies/the-garrett-companies-401k-plan-001

> The Garrett Companies&#39;s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Garrett Companies

- **Sponsor EIN:** 465670071

- **Sponsor Address:** 1051 GREENWOOD SPRINGS BLVD., GREENWOOD, IN, 46143

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

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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.|

| 2025|0|$0|$0|$0|

| 2024|346|$11.6M|$1.2M|$1.4M|

| 2023|271|$7.7M|$873,055|$1.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$45,980|—|$45,980|

| LATITUDE SERVICE COMPANY INC|CONTRACT ADMIN|$29,013|—|$29,013|

| EMPOWER ADVISORY GROUP,LLC|INVESTMENT MGMT|$9,944|—|$9,944|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $84,937

### 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|

| 2025|$72,493|$10,732|$1,269|—|—|

| 2024|$88,089|$9,944|$29,013|—|—|

| 2023|$45,887|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-garrett-companies-401k-plan-001)

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