Plan Snapshot
- Plan Sponsor: Golden Key Group, INC.
- Sponsor EIN: 364497472
- Sponsor Address: 1850 CENTENNIAL PARK DRIVE, RESTON, VA, 20191
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $10.9M
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 | 214 | $10.9M | $445,740 | $1.1M |
| 2023 | 206 | $9.9M | $559,127 | $1.2M |
| 2022 | 275 | $9.2M | $647,146 | $1.5M |
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 |
|---|---|---|---|---|
| MATTHEWS, CARTER & BOYCE, P.C. | 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 | $48,168 | $18,010 | $30,158 | — | — |
| 2023 | $45,388 | $17,107 | $28,281 | — | — |
| 2022 | $62,910 | — | — | — | — |