# George Chiala Farms, INC. 401(k) Plan
Source: https://planprovider.pro/companies/george-chiala-farms-inc-401k-plan

> George Chiala Farms, INC.'s 401(k) plan: 312 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** George Chiala Farms, INC.

- **Sponsor EIN:** 770532648

- **Sponsor Address:** 15500 HILL ROAD, MORGAN HILL, CA, 95037

- **Plan Type:** 401(k)

- **Total Participants:** 312

- **Total Assets:** $10.9M

## 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|312|$10.9M|$296,060|$602,408|

| 2023|337|$9.3M|$319,068|$615,551|

| 2022|330|$8.0M|$318,642|$594,653|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$19,419|—|$19,419|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$19,088|—|$19,088|

| REDWITZ, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [REDWITZ, INC.](https://planprovider.pro/provider/redwitz-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $38,507

- **Estimated Expense Ratio:** 0.352% 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|$40,884|$21,796|—|—|—|

| 2023|$32,562|$16,405|—|—|—|

| 2022|$39,256|$24,010|$15,246|—|—|

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