Plan Snapshot
- Plan Sponsor: Galliker Dairy Co.
- Sponsor EIN: 250496620
- Sponsor Address: P.O. BOX 5350, JOHNSTOWN, PA, 15904
- Plan Type: 401(k)
- Total Participants: 259
- Total Assets: $23.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 259 | $23.8M | $167,256 | $919,311 |
| 2023 | 265 | $22.7M | $147,250 | $887,382 |
| 2022 | 273 | $21.9M | $144,512 | $950,755 |
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 |
|---|---|---|---|---|
| WILMINGTON TRUST, N.A. | INVESTMENT ADVISOR | $51,056 | — | $51,056 |
| RETIREMENT PLAN SOLUTIONS | CONTRACT ADMIN | $5,175 | $2,260 | $7,435 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $5,152 | — | $5,152 |
| HERBEIN & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HERBEIN & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,643
- Estimated Expense Ratio: 0.268% 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 | $79,321 | $71,592 | $7,729 | — | — |
| 2023 | $71,456 | $65,606 | $5,850 | — | — |
| 2022 | $79,144 | $70,869 | $8,275 | — | — |