# Go Mortgage, LLC 401(k) Plan
Source: https://planprovider.pro/companies/go-mortgage-llc-401k-plan

> Go Mortgage, LLC's 401(k) plan: 44 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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