Plan Snapshot
- Plan Sponsor: Golden Moments LLC
- Sponsor EIN: 852418598
- Sponsor Address: 7720 CROWN POINT AVE, OMAHA, NE, 68134
- Plan Type: 401(k)
- Total Participants: 416
- Total Assets: $3.1M
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 | 416 | $3.1M | $163,238 | $270,976 |
| 2023 | 399 | $3.0M | $169,882 | $285,982 |
| 2022 | 359 | $2.9M | $163,741 | $279,777 |
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 |
|---|---|---|---|---|
| ASCENSUS | INVESTMENT CO. | $5,130 | — | $5,130 |
| RYAN & MANN, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RYAN & MANN, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,130
- Estimated Expense Ratio: 0.163% 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 | $9,342 | $1,407 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |