# Golden Bank National Association 401(k) Plan
Source: https://planprovider.pro/companies/golden-bank-national-association-401k-plan

> Golden Bank National Association's 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/golden-bank-national-association-401k-plan)

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