Plan Snapshot
- Plan Sponsor: Goettsch Partners, INC.
- Sponsor EIN: 363000577
- Sponsor Address: 224 SOUTH MICHIGAN AVENUE, CHICAGO, IL, 60604
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $31.9M
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 | 47 | $31.9M | $195,793 | $696,323 |
| 2023 | 58 | $29.3M | $280,978 | $853,273 |
| 2022 | 72 | $24.7M | $299,134 | $820,147 |
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 |
|---|---|---|---|---|
| OSTROW | ACCOUNTANT/AUDITOR | $13,649 | — | $13,649 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSTROW — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,649
- Estimated Expense Ratio: 0.043% 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 | $13,774 | — | — | $13,649 | — |
| 2023 | $26,724 | — | — | $26,649 | — |
| 2022 | $206 | — | — | — | — |