Plan Snapshot
- Plan Sponsor: The Gavilon Group, LLC
- Sponsor EIN: 412274428
- Sponsor Address: 1331 CAPITOL AVENUE, OMAHA, NE, 68102
- Plan Type: 401(k)
- Plan Number: 006
- Total Participants: 0
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $2.6M | $0 | $0 |
| 2023 | 0 | $2.0M | $0 | $0 |
| 2022 | 0 | $2.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| HUB INTERNATIONAL GREAT PLAINS | Actuary | $49,459 | — | $49,459 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $25,000 | — | $25,000 |
| US BANK NATIONAL ASSOCIATION | Custodian / Trustee | $8,620 | — | $8,620 |
| SEYFARTH SHAW | ERISA Attorney | $7,279 | — | $7,279 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
- US BANK NATIONAL ASSOCIATION — Custodian / Trustee
- SEYFARTH SHAW — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,358
- Estimated Expense Ratio: 3.519% 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 | $90,358 | $25,000 | — | — | — |
| 2023 | $165,235 | — | — | — | — |
| 2022 | $80,713 | $9,590 | — | — | $71,123 |