Plan Snapshot
- Plan Sponsor: Godiva Chocolatier, INC.
- Sponsor EIN: 221812634
- Sponsor Address: 650 E. NEVERSINK ROAD, READING, PA, 19606
- Plan Type: 401(k)
- Total Participants: 569
- Total Assets: $82.8M
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 | 569 | $82.8M | $1.7M | $3.5M |
| 2023 | 658 | $82.0M | $2.0M | $3.6M |
| 2022 | 773 | $76.8M | $1.9M | $3.5M |
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 |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | RECORDKEEPER | $221,055 | — | $221,055 |
| MMA SECURITIES LLC | INVESTMENT ADVISOR | $45,000 | — | $45,000 |
| BAKER TILLY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $266,055
- Estimated Expense Ratio: 0.321% 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 | $266,055 | $45,000 | — | — | — |
| 2023 | $287,486 | $45,000 | — | $27,300 | — |
| 2022 | $258,762 | $164,066 | $15,618 | — | $26,500 |