Plan Snapshot
- Plan Sponsor: Goellner, INC.
- Sponsor EIN: 364348436
- Sponsor Address: 9900 NORTH ALPINE ROAD, MACHESNEY PARK, IL, 61115
- Plan Type: 401(k)
- Total Participants: 889
- Total Assets: $24.4M
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 | 889 | $24.4M | $821,006 | $2.0M |
| 2023 | 586 | $22.1M | $691,309 | $1.6M |
| 2022 | 512 | $19.3M | $556,985 | $1.4M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — Auditor
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 | $95,095 | $13,967 | $34,532 | — | — |
| 2023 | $71,193 | — | $71,193 | — | — |
| 2022 | $79,309 | — | $79,309 | — | — |