# Giorgio Foods, INC. DC Plan
Source: https://planprovider.pro/companies/giorgio-foods-inc-plan-001

> Giorgio Foods, INC.'s DC plan: 2,554 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [RKL LLP](https://planprovider.pro/provider/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|—|—|

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