Plan Ledger DOL Form 5500 · updated monthly

Gi Manager L.P.401(k)

GI PARTNERS 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Gi Manager L.P. reported $16,518 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $23,659 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 rose from 0.02% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 158th-largest of 1,285 plans among Arizona employers on file, and the 1,388th of 4,798 in finance & insurance. In 2024, the employer put in $1.61 for every $1.00 employees contributed themselves; active participation has grown from 156 to 181 since 2022.

Plan summary
Net assets, end of year$63,911,507
Participants with balances274
Active participants181
Employer contributions$4,282,270
Employee contributions$2,658,605
Employer contribution per active participant$23,659
Average account balance$233,254
Benefits paid to participants$2,263,159
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.9M · 274 accts · $4.3M emplr
2023$49.5M · 251 accts · $3.6M emplr
2022$37.0M · 218 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,518
Total administrative$16,518
The Gi Manager L.P. 401(k) match · 2024
Employer contribution per active participant$23,659
Median for plans this size$3,635
2024$23,659 per active participant
2023$21,163 per active participant
2022$19,184 per active participant

Gi Manager L.P.'s 2024 employer contribution ran above the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,518

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

Administrative cost history3
2024$16,518 · 0.03%
2023$3,825 · 0.01%
2022$7,796 · 0.02%
Same employer
Similar plansFinance & Insurance · Arizona
Vantage West Credit Union AZ$56.6M · 0.23%
Oneaz Credit Union AZ$52.0M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562526642 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.