Plan Snapshot
- Plan Sponsor: Gold Mechanical, INC.
- Sponsor EIN: 431513084
- Sponsor Address: 4735 W. DIVISION ST, SPRINGFIELD, MO, 65802
- Plan Type: 401(k)
- Total Participants: 181
- Total Assets: $6.2M
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 | 181 | $6.2M | $207,690 | $489,302 |
| 2023 | 148 | $4.9M | $131,911 | $313,767 |
| 2022 | 136 | $4.3M | $117,822 | $289,417 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $16,440 | — | $16,440 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $8,441 | — | $8,441 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $7,387 | — | $7,387 |
| KPM CPAS, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPM CPAS, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,268
- Estimated Expense Ratio: 0.519% 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 | $32,268 | $23,827 | — | — | — |
| 2023 | $25,536 | $19,282 | — | — | — |
| 2022 | $27,417 | — | $27,417 | — | — |