# Ghirardelli Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ghirardelli-associates-inc-401k-plan

> Ghirardelli Associates, INC.'s 401(k) plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ghirardelli Associates, INC.

- **Sponsor EIN:** 943395064

- **Sponsor Address:** 6601 OWENS DRIVE SUITE 155, SAN JOSE, CA, 94588

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

- **Total Participants:** 207

- **Total Assets:** $17.5M

## 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|207|$17.5M|$816,352|$2.3M|

| 2023|199|$15.7M|$718,062|$2.2M|

| 2022|178|$12.8M|$586,234|$1.8M|

## 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|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISOR|$63,481|—|$63,481|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$23,086|—|$23,086|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$14,361|—|$14,361|

| ALDRICH CPAS AND ADVISORS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALDRICH CPAS AND ADVISORS, LLP](https://planprovider.pro/provider/aldrich-cpas-advisors-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $100,928

- **Estimated Expense Ratio:** 0.576% 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|$100,928|$86,567|—|—|—|

| 2023|$83,261|$73,749|—|—|—|

| 2022|$67,105|$35,999|$31,106|—|—|

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