Retirement plan

THE GAUSSIAN, INC. SECTION 401(K) PLAN

Name: GAUSSIAN, INC. - THE GAUSSIAN, INC. SECTION 401(K) PLAN (2024) Form 5500
Creator: GAUSSIAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE GAUSSIAN, INC. SECTION 401(K) PLAN, GAUSSIAN, INC.

GAUSSIAN, INC.EIN 36-3540276Plan #001PY 2024

340 QUINNIPIAC ST., BLDG 40 - WALLINGFORD, CT 064924099203-284-2501gaussian.comLinkedIn11-50 employeescomputer software

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$13.1M

+17.7% from 2023

Total participants

-4.0% from 2023

Average account balance

$544,701

+22.6% from 2023

Annual return

20.10%

-8.36 pp from 2023

Benchmarks

See 12,265 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort12,265 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$13.07M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$545K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$357K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.10%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$26003

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$624K

$34670 / participant

Other / not subdivided$624K100.0%

% of EOY assets

4.774%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$544,701

$108,942+400.0%

$100,415+442.4%

$145,897+273.3%

Participation rate

100.0%

83.0%+17.0pp

81.5%+18.5pp

80.3%+19.7pp

Annual return

20.10%

58.27%-38.2pp

49.47%-29.4pp

552.29%-532.2pp

Employer contribution / active EE

$6,473

$4,422+46.4%

$3,943+64.2%

$4,663+38.8%

Participant deferral / active EE

$13,362

$8,461+57.9%

$8,091+65.1%

$6,689+99.7%

Admin fee / account holder

$26,003

$9,702+168.0%

$7,906+228.9%

$13,390+94.2%

THE GAUSSIAN, INC. SECTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE GAUSSIAN, INC. SECTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion