# Goldberg Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/goldberg-companies-inc-401k-plan

> Goldberg Companies, INC.'s 401(k) plan: 262 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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