# Thirty-One Gifts, LLC 401(k) Plan
Source: https://planprovider.pro/companies/thirty-one-gifts-llc-401k-plan

> Thirty-One Gifts, LLC's 401(k) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Thirty-One Gifts, LLC

- **Sponsor EIN:** 870726627

- **Sponsor Address:** 600 EAST SMITH ROAD - SIDE ENTRANCE, MEDINA, OH, 44256

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

- **Total Participants:** 115

- **Total Assets:** $12.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|115|$12.1M|$193,948|$350,344|

| 2023|164|$14.5M|$246,649|$492,890|

| 2022|317|$13.9M|$395,056|$671,077|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$9,448|—|$9,448|

| CLEARSTEAD ADVISORS LLC|ADVISOR|$8,167|—|$8,167|

| BEDERSON 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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,615

- **Estimated Expense Ratio:** 0.146% 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|$17,615|$8,167|—|—|—|

| 2023|$5,069|—|—|—|—|

| 2022|$5,104|—|—|—|—|

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