Plan Snapshot
- Plan Sponsor: Giorgio Foods, INC.
- Sponsor EIN: 231661073
- Sponsor Address: 108 PLAZA DR, BLANDON, PA, 19510
- Plan Type: DC
- Total Participants: 2,554
- Total Assets: $101.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,554 | $101.7M | $4.8M | $7.5M |
| 2023 | 2,466 | $91.3M | $4.3M | $6.7M |
| 2022 | 2,398 | $76.3M | $3.2M | $5.2M |
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. | ADVISOR | $144,099 | — | $144,099 |
| NEWPORT GROUP INC. | RECORDKEEPER | $125,220 | — | $125,220 |
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES, INC. — ADVISOR
- RKL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $269,319
- Estimated Expense Ratio: 0.265% 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 | $269,319 | $144,099 | $25,066 | — | — |
| 2023 | $249,404 | $130,262 | $34,600 | — | — |
| 2022 | $282,909 | $132,087 | $150,822 | — | — |