Plan Snapshot
- Plan Sponsor: Golden Age, INC.
- Sponsor EIN: 640339632
- Sponsor Address: 2901 HIGHWAY 82 E, GREENWOOD, MS, 389306072
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 271
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 271 | $2.1M | $144,636 | $0 |
| 2023 | 259 | $2.0M | $156,697 | $0 |
| 2022 | 261 | $2.0M | -$3,420 | $0 |
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 |
|---|---|---|---|---|
| BFMW GROUP, PLLC | 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 | $2,308 | — | — | — | — |
| 2023 | $1,331 | — | — | — | — |
| 2022 | $1,738 | — | — | — | — |