# The John Gore Organization, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-john-gore-organization-inc-401k-plan

> The John Gore Organization, INC.&#39;s 401(k) plan: 263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [BDO USA P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|—|—|

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