Plan Snapshot
- Plan Sponsor: Golden Brother, INC. / Golden Technologies
- Sponsor EIN: 232369735
- Sponsor Address: 401 BRIDGE STREET, OLD FORGE, PA, 185182323
- Plan Type: 401(k)
- Total Participants: 286
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 286 | $8.1M | $134,146 | $397,344 |
| 2023 | 278 | $7.0M | $128,387 | $366,405 |
| 2022 | 173 | $6.0M | $122,848 | $346,602 |
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 |
|---|---|---|---|---|
| JACOBI CAPITAL MANAGEMENT LLC | REGISTERED INVESTMENT AD | $34,644 | — | $34,644 |
| KRONICK KALADA BERDY & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JACOBI CAPITAL MANAGEMENT LLC — REGISTERED INVESTMENT AD
- KRONICK KALADA BERDY & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,644
- Estimated Expense Ratio: 0.430% 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 | $74,845 | — | $74,845 | — | — |
| 2023 | $62,902 | $62,902 | — | — | — |
| 2022 | $62,224 | $28,373 | $4,125 | — | — |