Plan Ledger DOL Form 5500 · updated monthly

Gamma Technologies, LLC401(k)

GAMMA TECHNOLOGIES, LLC RETIREMENT PLAN · WESTMONT, IL · plan year 2024

Reported admin expense ratio · 2024
0.21%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Gamma Technologies, LLC reported $91,256 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $6,496 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.25% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 966th-largest of 3,702 plans among Illinois employers on file, and the 2,896th of 11,654 in professional & technical services. In 2024, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,170,569
Participants with balances176
Active participants145
Employer contributions$941,928
Employee contributions$1,888,781
Employer contribution per active participant$6,496
Average account balance$268,015
Benefits paid to participants$1,312,281
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$47.2M · 176 accts · $942K emplr
2023$39.4M · 174 accts · $853K emplr
2022$30.1M · 156 accts · $777K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,456
Investment management$63,800
Total administrative$91,256
The Gamma Technologies, LLC 401(k) match · 2024
Employer contribution per active participant$6,496
Median for plans this size$2,416
2024$6,496 per active participant
2023$6,369 per active participant
2022$5,889 per active participant

Gamma Technologies, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Participant communication$27,456
STEELE CAPITAL MANAGEMENT, INC. · Investment advisory (participants) · Investment advisory (plan)$63,800
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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Administrative cost history3
2024$91,256 · 0.21%
2023$91,031 · 0.26%
2022$83,409 · 0.25%
Similar plansProfessional & Technical Services · Illinois
Wisetech Global (US) Inc. IL$48.0M · 0.04%
Brown & Joseph, LLC IL$46.4M · 0.21%
Netrix, LLC IL$45.5M · 0.02%
Allsup, LLC IL$44.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363959691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.