Plan Snapshot
- Plan Sponsor: Gold Eagle Co.
- Sponsor EIN: 362435667
- Sponsor Address: 4400 SOUTH KILDARE, CHICAGO, IL, 606324317
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $55.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 199 | $55.2M | $536,296 | $1.3M |
| 2023 | 138 | $47.4M | $324,724 | $1.1M |
| 2022 | 149 | $45.5M | $995,795 | $1.3M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | INVESTMENT ADVISOR | $50,631 | — | $50,631 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $44,085 | — | $44,085 |
| RSM US LLP | ACCOUNTANT/AUDITOR | $17,955 | — | $17,955 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,432 | — | $11,432 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — INVESTMENT ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- RSM US LLP — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,103
- Estimated Expense Ratio: 0.225% 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 | $124,103 | $62,063 | — | $17,955 | — |
| 2023 | $152,669 | $89,529 | — | $21,788 | — |
| 2022 | $139,808 | $17,959 | — | — | — |