# David&Goliath, LLC 401(k) Plan
Source: https://planprovider.pro/companies/david-goliath-llc-401k-plan

> David&Goliath, LLC's 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** David&Goliath, LLC

- **Sponsor EIN:** 134088671

- **Sponsor Address:** 909 N. PACIFIC COAST HWY, EL SEGUNDO, CA, 90245

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

- **Total Participants:** 162

- **Total Assets:** $31.3M

## 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|162|$31.3M|$750,649|$1.9M|

| 2023|159|$26.8M|$750,727|$1.9M|

| 2022|159|$22.8M|$633,750|$1.9M|

## 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|INVESTMENT ADVISORY- PLAN|$78,687|—|$78,687|

| TRANSAMERICA FINANCIAL LIFE INS CO|RECORDKEEPER|$74,472|—|$74,472|

| HASKELL & WHITE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISORY- PLAN

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $153,159

- **Estimated Expense Ratio:** 0.489% 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|$153,159|$78,687|—|—|—|

| 2023|$127,954|$65,554|—|—|—|

| 2022|$131,077|$67,949|—|—|—|

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