Plan Snapshot
- Plan Sponsor: Goetze Niemer Company, INC.
- Sponsor EIN: 440261830
- Sponsor Address: 3939 NE 33RD TERRACE, KANSAS CITY, MO, 64117
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 88 | $8.8M | $85,638 | $320,447 |
| 2023 | 78 | $8.4M | $94,083 | $339,121 |
| 2022 | 81 | $8.2M | $101,819 | $399,518 |
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 |
|---|---|---|---|---|
| MAYER HOFFMAN MCCANN, P.C. | 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 | $1,071,986 | — | $23,442 | — | — |
| 2023 | $1,245,270 | — | $23,315 | — | — |
| 2022 | $36,406 | — | — | — | — |