# The Gatesworth 401(k) Plan
Source: https://planprovider.pro/companies/the-gatesworth-401k-plan

> The Gatesworth's 401(k) plan: 868 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Gatesworth

- **Sponsor EIN:** 431458239

- **Sponsor Address:** ONE MCKNIGHT PLACE, ST. LOUIS, MO, 63124

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

- **Total Participants:** 868

- **Total Assets:** $6.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|868|$6.0M|$82,016|$482,054|

| 2023|673|$5.6M|$75,768|$454,805|

| 2022|613|$5.5M|$76,881|$486,132|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ASDMINSTRATOR|$33,889|—|$33,889|

| ORENDA RETIREMENT LLC|CONTRACT ADMINISTRATOR|$4,240|$1,914|$6,154|

| SBHU LIFE AGENCY INC|OTHER SERVICES|—|$5,495|$5,495|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SBHU LIFE AGENCY INC](https://planprovider.pro/provider/morgan-stanley) — OTHER SERVICES

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,538

- **Estimated Expense Ratio:** 0.760% 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|$42,739|—|$42,739|—|—|

| 2023|$44,553|—|$44,553|—|—|

| 2022|$54,705|—|$54,705|—|—|

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