Plan Snapshot
- Plan Sponsor: W.L. Gore & Associates, INC.
- Sponsor EIN: 510083365
- Sponsor Address: 555 PAPER MILL RD, NEWARK, DE, 197119329
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 8,772
- Total Assets: $2.4B
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. |
|---|---|---|---|---|
| 2024 | 8,772 | $2.4B | $87.2M | $0 |
| 2023 | 8,451 | $1.9B | $88.0M | $0 |
| 2022 | 7,813 | $1.8B | $68.8M | $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 |
|---|---|---|---|---|
| EVERGREEN ADVISORS, LLC | Investment Advisor | $140,000 | — | $140,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERGREEN ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,000
- Estimated Expense Ratio: 0.006% 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 | $140,000 | — | — | — | — |
| 2023 | $140,000 | — | — | — | — |
| 2022 | $135,000 | — | — | — | $135,000 |