Plan Snapshot
- Plan Sponsor: Goldberg Companies, INC.
- Sponsor EIN: 340754969
- Sponsor Address: 25101 CHAGRIN BLVD SUITE 300, BEACHWOOD, OH, 44122
- Plan Type: 401(k)
- Total Participants: 262
- Total Assets: $13.4M
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 | 262 | $13.4M | $167,221 | $993,873 |
| 2023 | 264 | $11.5M | $173,289 | $936,905 |
| 2022 | 264 | $9.2M | $139,668 | $842,266 |
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 |
|---|---|---|---|---|
| CIUNI & PANICHI | 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 | $88,162 | $45,131 | — | — | — |
| 2023 | $73,758 | $37,058 | — | — | — |
| 2022 | $71,178 | $37,578 | $33,600 | — | — |