Plan Snapshot
- Plan Sponsor: Golden Triangle Planning And Development District, INC.
- Sponsor EIN: 640508015
- Sponsor Address: 106 MILEY DR., STARKVILLE, MS, 39759
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $13.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 103 | $13.9M | $220,391 | $297,013 |
| 2023 | 104 | $13.1M | $232,420 | $292,988 |
| 2022 | 115 | $12.5M | $253,676 | $296,244 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO. | NONE | $375 | $59,886 | $60,261 |
| CSENGE ADVISORY GROUP | NONE | — | $56,092 | $56,092 |
| WATKINS, WARD & STAFFORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS, WARD & STAFFORD, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,353
- Estimated Expense Ratio: 0.840% 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 | $324 | — | — | — | — |
| 2023 | $19,732 | — | — | $18,300 | — |
| 2022 | — | — | — | — | — |