# Northgate Gonzalez Markets, INC. 401(k) Plan
Source: https://planprovider.pro/companies/northgate-gonzalez-markets-inc-401k-plan

> Northgate Gonzalez Markets, INC.'s 401(k) plan: 7,889 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$361,115|—|$361,115|

| TOWERS WATSON INVESTMENT SERVICES|ADVISOR|$40,000|—|$40,000|

| WILLIS TOWERS WATSON|ADVISOR|$8,000|—|$8,000|

| BDO USA, P.C.|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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $409,115

- **Estimated Expense Ratio:** 0.325% 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|$409,065|$48,000|—|—|—|

| 2023|$320,777|$8,000|—|—|—|

| 2022|$116,004|—|—|—|—|

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

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