Plan Snapshot
- Plan Sponsor: Gresser, INC.
- Sponsor EIN: 770415645
- Sponsor Address: 3250 SKYWAY DRIVE, SUITE 201, SANTA MARIA, CA, 93455
- Plan Type: 401(k)
- Total Participants: 592
- Total Assets: $10.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 592 | $10.1M | $350,102 | $632,325 |
| 2023 | 874 | $8.1M | $293,990 | $558,223 |
| 2022 | 781 | $6.0M | $252,705 | $404,345 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $34,501 | — | $34,501 |
| MORGAN STANLEY | ADVISOR | $21,469 | — | $21,469 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MORGAN STANLEY — ADVISOR
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,970
- Estimated Expense Ratio: 0.557% 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 | $57,149 | $57,149 | — | — | — |
| 2023 | $35,268 | $35,268 | — | — | — |
| 2022 | $29,500 | $29,500 | — | — | — |