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

> Goldberg Segalla LLP's 401(k) plan: 922 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Goldberg Segalla LLP

- **Sponsor EIN:** 161603155

- **Sponsor Address:** 665 MAIN STREET, BUFFALO, NY, 142031425

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

- **Total Participants:** 922

- **Total Assets:** $112.4M

## 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|922|$112.4M|$2.5M|$8.3M|

| 2023|874|$97.1M|$2.5M|$7.5M|

| 2022|823|$78.2M|$2.5M|$7.0M|

## 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|$135,972|—|$135,972|

| MORGAN STANLEY GLOBAL|INVESTMENT ADVISORY|$81,081|—|$81,081|

| FREED MAXICK CPAS, PC|INVESTMENT ADVISORY|$23,250|—|$23,250|

### Verified Provider Profiles

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

- [MORGAN STANLEY GLOBAL](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISORY

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $240,303

- **Estimated Expense Ratio:** 0.214% 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|$240,303|$81,081|$135,972|$23,250|—|

| 2023|$161,458|$41,911|$119,547|—|—|

| 2022|$41,132|—|$41,132|—|—|

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