Plan Snapshot
- Plan Sponsor: Gallo Glass Company
- Sponsor EIN: 941384142
- Sponsor Address: P.O. BOX 1130, MODESTO, CA, 953534254
- Plan Type: DB
- Total Participants: 291
- Total Assets: $224.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 291 | $224.3M | $0 | $0 |
| 2023 | 313 | $212.2M | $0 | $0 |
| 2022 | 335 | $192.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| BARBICH,HOOPER,KING,DILL,HOFFMAN | Auditor | $13,939 | — | $13,939 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,939
- Estimated Expense Ratio: 0.006% 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 | $918,519 | $493,142 | — | $13,939 | — |
| 2023 | $854,981 | $488,484 | — | — | — |
| 2022 | $1,182,451 | $512,156 | — | — | $281,583 |