Plan Snapshot
- Plan Sponsor: The John Gore Organization, INC.
- Sponsor EIN: 201320334
- Sponsor Address: 1619 BROADWAY, NEW YORK, NY, 10019
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $43.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 263 | $43.9M | $730,276 | $2.6M |
| 2023 | 267 | $37.1M | $686,260 | $2.5M |
| 2022 | 268 | $29.5M | $625,753 | $2.1M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $29,153 | — | $29,153 |
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- BDO USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,153
- Estimated Expense Ratio: 0.066% 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 | $29,153 | — | — | — | — |
| 2023 | $27,638 | — | — | — | — |
| 2022 | $27,769 | — | — | — | — |