Plan Snapshot
- Plan Sponsor: Go Mortgage, LLC
- Sponsor EIN: 391813773
- Sponsor Address: 15430 W. CAPITOL DRIVE, BROOKFIELD, WI, 53005
- Plan Type: 401(k)
- Total Participants: 44
- Total Assets: $7.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 44 | $7.4M | $0 | $437,419 |
| 2023 | 188 | $7.4M | $0 | $875,833 |
| 2022 | 181 | $9.0M | $0 | $903,938 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | $12,300 | — | $12,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,300
- Estimated Expense Ratio: 0.166% 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 | $34,209 | $2,103 | — | $12,300 | — |
| 2023 | $37,489 | $1,132 | — | $10,000 | — |
| 2022 | $46,274 | — | — | — | $46,274 |