Plan Snapshot
- Plan Sponsor: California Giant, INC.
- Sponsor EIN: 770019191
- Sponsor Address: P.O. BOX 1359, WATSONVILLE, CA, 95077
- Plan Type: 401(k)
- Total Participants: 340
- Total Assets: $26.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 340 | $26.6M | $1.0M | $1.1M |
| 2023 | 377 | $24.0M | $785,120 | $1.0M |
| 2022 | 360 | $20.8M | $932,832 | $911,394 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | SVC PROVIDER | — | $34,110 | $34,110 |
| QUINTES ADMINISTRATIVE & INSURANCE | TPA | — | $14,215 | $14,215 |
| HUTCHINSON & BLOODGOOD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — SVC PROVIDER
- HUTCHINSON & BLOODGOOD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,325
- Estimated Expense Ratio: 0.182% 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 | $77,591 | $2,717 | $73,324 | — | — |
| 2023 | $64,424 | $2,535 | $61,139 | — | — |
| 2022 | $64,836 | — | $64,836 | — | — |