Plan Snapshot
- Plan Sponsor: Chobani Global Holdings, LLC
- Sponsor EIN: 383860716
- Sponsor Address: 669 COUNTY ROAD 25, NEW BERLIN, NY, 13411
- Plan Type: 401(k)
- Total Participants: 2,857
- Total Assets: $195.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,857 | $195.8M | $9.8M | $16.7M |
| 2023 | 2,739 | $147.7M | $7.9M | $14.3M |
| 2022 | 2,654 | $110.6M | $6.5M | $12.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $108,461 | — | $108,461 |
| FUSTCHARLES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- FUSTCHARLES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,461
- Estimated Expense Ratio: 0.055% 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 | $108,461 | — | $300 | — | — |
| 2023 | $99,406 | — | — | — | — |
| 2022 | $97,351 | — | — | — | — |