Plan Snapshot
- Plan Sponsor: Golden Svcs, LLC
- Sponsor EIN: 460864606
- Sponsor Address: 1936 OAK RIDGE TURNPIKE, OAK RIDGE, TN, 37830
- Plan Type: 401(k)
- Total Participants: 665
- Total Assets: $16.0M
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 | 665 | $16.0M | $490,480 | $820,387 |
| 2023 | 573 | $17.5M | $545,319 | $897,023 |
| 2022 | 683 | $18.5M | $1.7M | $1.8M |
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 |
|---|---|---|---|---|
| REA & ASSOCIATES, INC. | TPA | $18,350 | — | $18,350 |
| PW PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REA & ASSOCIATES, INC. — TPA
- PW PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,350
- Estimated Expense Ratio: 0.115% 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 | $73,107 | $41,407 | $7,323 | — | — |
| 2023 | $128,144 | $46,211 | $57,556 | — | — |
| 2022 | $178,669 | $178,669 | — | — | — |