Plan Snapshot
- Plan Sponsor: Garratt-Callahan Company
- Sponsor EIN: 940497430
- Sponsor Address: 50 INGOLD RD, BURLINGAME, CA, 940102206
- Plan Type: 401(k)
- Total Participants: 410
- Total Assets: $76.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 410 | $76.5M | $500,000 | $3.5M |
| 2023 | 398 | $68.2M | $375,000 | $3.2M |
| 2022 | 391 | $59.7M | $250,064 | $3.0M |
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 |
|---|---|---|---|---|
| CHAPMAN INVETMENT MANAGEMENT LLC | INVESTMENT MANAGER | $358,096 | — | $358,096 |
| NAVOLIO & TALLMAN LLP | ACCOUNTANT | $24,500 | — | $24,500 |
| PRIMARK BENEFITS | THIRD PARTY ADMIN | $7,181 | — | $7,181 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NAVOLIO & TALLMAN LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $389,777
- Estimated Expense Ratio: 0.510% 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 | $389,777 | $358,096 | $7,181 | $24,500 | — |
| 2023 | $341,472 | $308,732 | $9,800 | $22,940 | — |
| 2022 | $381,625 | $356,180 | $10,490 | — | $14,955 |