Plan Snapshot
- Plan Sponsor: Golden Bank National Association
- Sponsor EIN: 760127757
- Sponsor Address: 9315 BELLAIRE BLVD, HOUSTON, TX, 770364503
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $29.1M
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 | 150 | $29.1M | $555,403 | $1.5M |
| 2023 | 149 | $24.0M | $571,142 | $1.4M |
| 2022 | 145 | $18.7M | $465,070 | $1.2M |
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 | $78,281 | — | $78,281 |
| RESOURCES INVESTMENT ADVISORS | INVESTMENT ADVISORY | — | $30,159 | $30,159 |
| CROWE LLP | ACCOUNTANT | $18,900 | — | $18,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCES INVESTMENT ADVISORS — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,340
- Estimated Expense Ratio: 0.438% 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 | $78,282 | — | $78,282 | — | — |
| 2023 | $61,876 | — | $61,876 | — | — |
| 2022 | $53,292 | — | $53,292 | — | — |