Plan Snapshot
- Plan Sponsor: Gardner Family Health Network, INC.
- Sponsor EIN: 941743078
- Sponsor Address: 1621 GOLD STREE, ALVISO, CA, 95002
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $4.3M
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 | 132 | $4.3M | $183,570 | $169,365 |
| 2023 | 138 | $4.0M | $167,040 | $164,093 |
| 2022 | 119 | $3.6M | $162,226 | $155,359 |
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 |
|---|---|---|---|---|
| JWT & ASSOCIATES, LLP | Auditor | — | — | $0 |
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 | $15,138 | $12,577 | — | — | — |
| 2023 | $14,539 | $11,115 | — | — | — |
| 2022 | $13,588 | — | $13,588 | — | — |