# Goddard Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/goddard-systems-inc-401k-plan

> Goddard Systems, INC.'s 401(k) plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Goddard Systems, INC.

- **Sponsor EIN:** 260004941

- **Sponsor Address:** 1016 W. 9TH AVENUE, KING OF PRUSSIA, PA, 19406

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

- **Total Participants:** 192

- **Total Assets:** $15.0M

## 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|192|$15.0M|$792,696|$1.8M|

| 2023|194|$11.8M|$769,971|$1.7M|

| 2022|181|$7.6M|$307,757|$524,230|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$37,039|—|$37,039|

| PNC INSTITUTIONAL ASSET MANAGEMENT|ADVISOR|$15,628|—|$15,628|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $52,667

- **Estimated Expense Ratio:** 0.350% 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|$56,574|$30,777|$17,292|—|—|

| 2023|$31,907|$18,455|$9,512|—|—|

| 2022|$2,487|—|$2,487|—|—|

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