Plan Snapshot
- Plan Sponsor: Goforth & Marti
- Sponsor EIN: 952091271
- Sponsor Address: 1099 WEST LA CADENA DRIVE, RIVERSIDE, CA, 92501
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $7.7M
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 | 222 | $7.7M | $0 | $678,004 |
| 2023 | 218 | $6.5M | $0 | $609,671 |
| 2022 | 201 | $5.8M | $0 | $535,593 |
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 |
|---|---|---|---|---|
| SOREN MCADAM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SOREN MCADAM LLP — 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 | $1,902 | — | $1,902 | — | — |
| 2023 | $642 | — | $642 | — | — |
| 2022 | $384 | — | $384 | — | — |