Plan Snapshot
- Plan Sponsor: Goengineer, INC.
- Sponsor EIN: 870563379
- Sponsor Address: 739 EAST FORT UNION BLVD., MIDVALE, UT, 84047
- Plan Type: 401(k)
- Total Participants: 694
- Total Assets: $85.3M
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 | 694 | $85.3M | $3.4M | $5.2M |
| 2023 | 590 | $66.3M | $3.3M | $5.0M |
| 2022 | 300 | $24.7M | $1.7M | $2.3M |
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 |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | RIA | $88,716 | — | $88,716 |
| KESTRA ADVISORY SERVICES | RIA | $30,000 | — | $30,000 |
| HBME, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — RIA
- KESTRA ADVISORY SERVICES — RIA
- HBME, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,716
- Estimated Expense Ratio: 0.139% 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 | $256,309 | $118,716 | $137,593 | — | — |
| 2023 | $258,803 | $147,885 | $110,918 | — | — |
| 2022 | $108,865 | $60,979 | $47,886 | — | — |