Plan Snapshot
- Plan Sponsor: Gohealth Holdings, LLC
- Sponsor EIN: 850563805
- Sponsor Address: 222 W MERCHANDISE MART PLAZA, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 2,147
- Total Assets: $49.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,147 | $49.3M | $2.2M | $8.5M |
| 2023 | 2,446 | $39.8M | $1.5M | $8.8M |
| 2022 | 2,355 | $31.1M | $3.3M | $10.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $31,000 | — | $31,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,000
- Estimated Expense Ratio: 0.063% 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 | $213,079 | $64,316 | — | $31,000 | — |
| 2023 | $208,731 | — | — | — | — |
| 2022 | $144,770 | — | — | — | — |