# Gresser, INC. 401(k) Plan
Source: https://planprovider.pro/companies/gresser-inc-401k-plan

> Gresser, INC.'s 401(k) plan: 592 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — ADVISOR

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gresser-inc-401k-plan)

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