Plan Snapshot
- Plan Sponsor: Godfrey & Wing, LLC
- Sponsor EIN: 842434670
- Sponsor Address: 220 CAMPUS DRIVE, AURORA, OH, 44202
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $4.2M
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 | 110 | $4.2M | $402,007 | $409,558 |
| 2023 | 93 | $4.1M | $320,860 | $377,600 |
| 2022 | 102 | $4.0M | $286,942 | $367,972 |
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 |
|---|---|---|---|---|
| COHEN & COMPANY, LTD | Auditor | — | — | $0 |
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 | $13,590 | — | $12,540 | — | — |
| 2023 | $7,555 | — | — | — | — |
| 2022 | $6,015 | — | $6,015 | — | — |