Plan Snapshot
- Plan Sponsor: G L Mezzetta, INC
- Sponsor EIN: 941406890
- Sponsor Address: 105 MEZZETTA COURT, AMERICAN CANYON, CA, 94503
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $11.9M
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 | 219 | $11.9M | $460,476 | $951,426 |
| 2023 | 201 | $9.7M | $391,581 | $867,928 |
| 2022 | 207 | $7.9M | $380,038 | $861,250 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $66,169 | — | — | — | — |
| 2023 | $57,823 | — | — | — | — |
| 2022 | $53,347 | — | $53,347 | — | — |