# Goldberg & Osborne LLP 401(k) Plan
Source: https://planprovider.pro/companies/goldberg-osborne-llp-401k-plan

> Goldberg & Osborne LLP's 401(k) plan: 88 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Goldberg & Osborne LLP

- **Sponsor EIN:** 860625199

- **Sponsor Address:** 4423 EAST THOMAS ROAD, PHOENIX, AZ, 85018

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

- **Total Participants:** 88

- **Total Assets:** $9.4M

## 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|88|$9.4M|$74,772|$428,187|

| 2023|93|$10.1M|$72,561|$483,494|

| 2022|114|$8.7M|$90,378|$500,946|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$18,636|—|$18,636|

| CLEAR FIDUCIARY CONSULTANTS, LLC|INVESTMENT ADVISORY|$12,202|$3|$12,205|

| LUDWIG KLEWER & RUDNER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LUDWIG KLEWER & RUDNER PLLC](https://planprovider.pro/provider/ludwig-klewer-and-rudner-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,841

- **Estimated Expense Ratio:** 0.327% 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|$30,838|$12,202|$18,636|—|—|

| 2023|$30,627|$11,626|$19,001|—|—|

| 2022|$19,045|$8,770|$10,275|—|—|

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