Plan Snapshot
- Plan Sponsor: Golden West Packaging Group, LLC
- Sponsor EIN: 821709584
- Sponsor Address: 15250 DON JULIAN ROAD, CITY OF INDUSTRY, CA, 91745
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | $941,303 | $1.4M |
| 2023 | 449 | $24.6M | $1.1M | $1.7M |
| 2022 | 530 | $26.2M | $1.3M | $2.0M |
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 |
|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | INVESTMENT ADVISOR | $172,922 | — | $172,922 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $112,568 | — | $112,568 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $285,490
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 | $147,464 | $3,648 | — | — | — |
| 2023 | $144,540 | $88,256 | — | — | — |
| 2022 | $156,625 | — | $156,625 | — | — |