Plan Snapshot
- Plan Sponsor: Northgate Gonzalez Markets, INC.
- Sponsor EIN: 330834131
- Sponsor Address: 1201 N MAGNOLIA AVE, ANAHEIM, CA, 92801
- Plan Type: 401(k)
- Total Participants: 7,889
- Total Assets: $125.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 7,889 | $125.8M | $4.2M | $11.9M |
| 2023 | 5,485 | $106.9M | $3.3M | $9.3M |
| 2022 | 5,446 | $87.2M | $2.7M | $8.2M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $409,065 | $48,000 | — | — | — |
| 2023 | $320,777 | $8,000 | — | — | — |
| 2022 | $116,004 | — | — | — | — |