Plan Snapshot
- Plan Sponsor: Gold Bond, INC
- Sponsor EIN: 200347867
- Sponsor Address: 5485 HIXSON PIKE, HIXSON, TN, 37343
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 139 | $6.4M | $163,965 | $277,427 |
| 2023 | 157 | $6.1M | $162,901 | $270,661 |
| 2022 | 180 | $5.3M | $142,987 | $235,277 |
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 |
|---|---|---|---|---|
| JOHNSON, HICKEY, MURCHISON | 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 | $56,193 | $56,193 | — | — | — |
| 2023 | $48,710 | — | — | — | — |
| 2022 | $34,635 | $34,635 | — | — | — |