Plan Snapshot
- Plan Sponsor: The Gehr Group, INC.
- Sponsor EIN: 800822974
- Sponsor Address: 7400 E. SLAUSON AVENUE, COMMERCE, CA, 900403300
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $16.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 146 | $16.4M | $1.3M | $939,788 |
| 2023 | 157 | $14.8M | $1.3M | $826,399 |
| 2022 | 114 | $12.5M | $886,129 | $607,273 |
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 |
|---|---|---|---|---|
| PASADENA PRIVATE WEALTH LLC | Investment Advisor | $43,723 | — | $43,723 |
| TRANSAMERICA FINANCIAL LIFE INSURAN | Recordkeeper | $12,237 | — | $12,237 |
| CBIZ RETIREMENT PLAN SERVICES, INC. | Recordkeeper | $10,311 | — | $10,311 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSURAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,271
- Estimated Expense Ratio: 0.404% 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 | $21,778 | — | $10,311 | — | — |
| 2023 | $19,429 | — | $7,215 | — | — |
| 2022 | $9,292 | $1,776 | $7,516 | — | — |