# Goal Investment Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/goal-investment-group-inc-401k-plan

> Goal Investment Group, INC.'s 401(k) plan: 323 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Goal Investment Group, INC.

- **Sponsor EIN:** 851815415

- **Sponsor Address:** 402 W. BROADWAY #2000, SAN DIEGO, CA, 921018516

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

- **Total Participants:** 323

- **Total Assets:** $11.5M

## 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|323|$11.5M|$611,733|$1.2M|

| 2023|231|$7.8M|$525,770|$1.1M|

| 2022|301|$6.5M|$577,924|$1.3M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$7,881|—|$7,881|

| SILICON VALLEY ACCOUNTANCY CORP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,881

- **Estimated Expense Ratio:** 0.069% 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|$7,881|—|$7,881|—|—|

| 2023|$10,785|—|$10,785|—|—|

| 2022|$2,964|—|$2,964|—|—|

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