Plan Snapshot
- Plan Sponsor: Daniel A Goggin Md PA
- Sponsor EIN: 751904747
- Sponsor Address: P.O. BOX 1755, FORT WORTH, TX, 761011755
- Plan Type: DC
- Total Participants: 2
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2 | $1.6M | $0 | $0 |
| 2023 | 2 | $1.7M | $0 | $0 |
| 2022 | 2 | $1.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER AND SMI | Investment Advisor | $5,696 | — | $5,696 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,696
- Estimated Expense Ratio: 0.345% 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 | $317,040 | — | — | — | — |
| 2023 | $212,768 | — | — | — | — |
| 2022 | $68,864 | — | — | — | — |