# The Gi Alliance Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-gi-alliance-management-llc-401k-plan

> The Gi Alliance Management, LLC's 401(k) plan: 7,060 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Gi Alliance Management, LLC

- **Sponsor EIN:** 832074098

- **Sponsor Address:** P O BOX 35629, DALLAS, TX, 75235

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

- **Total Participants:** 7,060

- **Total Assets:** $1.1B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|7,060|$1.1B|$41.1M|$43.1M|

| 2023|5,885|$779.8M|$40.4M|$37.1M|

| 2022|4,699|$571.9M|$23.9M|$26.4M|

## 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|

| FAIRCOURT PARTNERS LLC|ADVISOR|$572,814|—|$572,814|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$419,384|—|$419,384|

| VALEOFINANCIALADVISORS|INVESTMENT ADVISOR|$13,781|—|$13,781|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,005,979

- **Estimated Expense Ratio:** 0.093% 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|$1,005,979|$572,814|$600|—|—|

| 2023|$935,676|$442,193|$2,400|—|—|

| 2022|$787,688|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-gi-alliance-management-llc-401k-plan)

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