# The Gavilon Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-gavilon-group-llc-412274428-006

> The Gavilon Group, LLC&#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 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](https://planprovider.pro/provider/sageview-advisory-group) — Investment Advisor

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

- [SEYFARTH SHAW](https://planprovider.pro/provider/seyfarth-shaw-llp) — 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|

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