# Mgd, INC. Dba The Garibaldi Company 401(k) Plan
Source: https://planprovider.pro/companies/mgd-inc-dba-the-garibaldi-company-401k-plan

> Mgd, INC. Dba The Garibaldi Company's 401(k) plan: 145 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mgd, INC. Dba The Garibaldi Company

- **Sponsor EIN:** 680348797

- **Sponsor Address:** 3525 WEST BENJAMIN HOLT DRIVE 3525, STOCKTON, CA, 95219

- **Plan Type:** 401(k)

- **Total Participants:** 145

- **Total Assets:** $10.3M

## 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|145|$10.3M|$277,951|$568,520|

| 2023|136|$8.5M|$212,437|$495,718|

| 2022|130|$6.7M|$214,403|$463,773|

## 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|

| SCHWARTZ GIANNINI LANTSBERGER & ADA|Auditor|$11,150|—|$11,150|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,150

- **Estimated Expense Ratio:** 0.108% 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|$17,865|—|—|$11,150|—|

| 2023|$16,672|—|—|$9,650|—|

| 2022|$15,581|—|$15,581|—|—|

## Similar Plans

- [The Villages Golf & Country Club](https://planprovider.pro/companies/the-villages-golf-and-country-club-plan) — 149 participants

- [Manco Abbott, INC.](https://planprovider.pro/companies/manco-abbott-inc-401k-plan) — 140 participants

- [Centercal Properties, LLC](https://planprovider.pro/companies/centercal-properties-llc-401k-plan) — 138 participants

- [Strat Property Management, INC.](https://planprovider.pro/companies/strat-property-management-inc-401k-plan) — 135 participants

- [Villa Marin Homeowners Assn](https://planprovider.pro/companies/villa-marin-homeowners-association-401k-plan) — 128 participants

- [Reliant Real Estate Management INC.](https://planprovider.pro/companies/reliant-real-estate-management-401k-plan) — 167 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mgd-inc-dba-the-garibaldi-company-401k-plan)

© 2026 PlanProvider.Pro