Plan Snapshot
- Plan Sponsor: Gonnella Baking Company
- Sponsor EIN: 361143800
- Sponsor Address: 1117 E WILEY RD, SCHAUMBURG, IL, 60173
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 74 | $59.3M | $0 | $0 |
| 2022 | 71 | $57.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| SLC MANAGEMENT | NONE | $228,198 | — | $228,198 |
| MORGAN STANLEY SMITH BARNEY | NONE | $216,098 | — | $216,098 |
| OCTOBER THREE CONSULTING LLC | NONE | $81,988 | — | $81,988 |
| FIRST STATE TRUST CO | NONE | $42,646 | — | $42,646 |
| WARADY & DAVIS LLP | Auditor | $24,780 | — | $24,780 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — NONE
- WARADY & DAVIS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $593,710
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 | $442,464 | $103,558 | — | $24,780 | — |
| 2023 | $287,491 | $222,148 | — | — | — |
| 2022 | $300,156 | $237,951 | — | — | $60,557 |