Plan Snapshot
- Plan Sponsor: Goebel Fixture Company
- Sponsor EIN: 410908456
- Sponsor Address: 528 DALE STREET, HUTCHINSON, MN, 55350
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $10.1M
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 | 73 | $10.1M | $132,238 | $435,932 |
| 2023 | 79 | $10.9M | $128,005 | $434,497 |
| 2022 | 76 | $10.1M | $119,948 | $402,010 |
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 |
|---|---|---|---|---|
| MMA SECURITIES LLC | REGISTERED IN VESTMENT AD | $15,246 | — | $15,246 |
| WEALTH ENHANCEMENT ADVISORY | REGISTERED IN VESTMENT AD | $5,406 | — | $5,406 |
| WESBERG EISCHENS, PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES LLC — REGISTERED IN VESTMENT AD
- WESBERG EISCHENS, PLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,652
- Estimated Expense Ratio: 0.204% 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 | $53,343 | $20,652 | $24,992 | — | — |
| 2023 | $47,785 | $20,333 | $21,479 | — | — |
| 2022 | $52,857 | $20,715 | $31,142 | — | $1,000 |