# Goldberg Lindsay & Co. LLC 401(k) Plan
Source: https://planprovider.pro/companies/goldberg-lindsay-co-llc-401k-plan

> Goldberg Lindsay & Co. LLC's 401(k) plan: 57 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Goldberg Lindsay & Co. LLC

- **Sponsor EIN:** 134164879

- **Sponsor Address:** 630 FIFTH AVENUE, 30TH FLOOR, NEW YORK, NY, 101110100

- **Plan Type:** 401(k)

- **Total Participants:** 57

- **Total Assets:** $61.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|57|$61.8M|$1.8M|$1.2M|

| 2023|86|$59.9M|$1.7M|$1.6M|

| 2022|88|$53.7M|$0|$1.1M|

## 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|

| NEWPORT CAPITAL GROUP|ADVISOR|$62,500|—|$62,500|

| PENSION ASSURANCE LLP|CONSULTANT|$14,200|—|$14,200|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$6,116|—|$6,116|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — CONSULTANT

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $82,816

- **Estimated Expense Ratio:** 0.134% 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|$82,816|$62,500|—|—|—|

| 2023|$156,205|$117,782|—|—|—|

| 2022|$146,557|—|—|—|—|

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