Plan Snapshot
- Plan Sponsor: Go Macro, LLC
- Sponsor EIN: 753149015
- Sponsor Address: 415 SOUTH WAGONER STREET, VIOLA, WI, 54664
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $5.5M
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 | 245 | $5.5M | $423,248 | $757,212 |
| 2023 | 254 | $3.9M | $390,424 | $684,435 |
| 2022 | 230 | $2.1M | $360,526 | $610,700 |
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 |
|---|---|---|---|---|
| BAKER TILLY US | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US — 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 | $27,567 | $22,602 | $4,965 | — | — |
| 2023 | $16,843 | $13,123 | $3,720 | — | — |
| 2022 | $10,515 | $8,070 | $2,445 | — | — |