Plan Snapshot
- Plan Sponsor: The Gerken Company
- Sponsor EIN: 311145886
- Sponsor Address: 9072 COUNTY ROAD 424, NAPOLEON, OH, 435459732
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 316
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 316 | $0 | $0 | $0 |
| 2024 | 295 | $0 | $0 | $0 |
| 2023 | 306 | $0 | $0 | $0 |
| 2022 | 290 | $0 | $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 |
|---|---|---|---|---|
| MEDICAL BENEFITS ADMINISTRATORS | Other Service Provider | $86,448 | — | $86,448 |
| RSC INSURANCE BROKERAGE INC | Investment Advisor | $54,177 | — | $54,177 |
| FRONTPATH | Other Service Provider | $43,336 | — | $43,336 |
| AMERICAN HEALTH HOLDING | Other Service Provider | $5,756 | — | $5,756 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $189,717
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 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |