Plan Snapshot
- Plan Sponsor: Golden Wolf, LLC
- Sponsor EIN: 463559518
- Sponsor Address: 401 N PARSONS AVE UNIT 107 SUITE A, BRANDON, FL, 33510
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $6.9M
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 | 93 | $6.9M | $284,323 | $544,306 |
| 2023 | 109 | $6.7M | $430,390 | $777,161 |
| 2022 | 170 | $5.5M | $509,810 | $957,921 |
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 |
|---|---|---|---|---|
| ANDERS CPAS & ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS CPAS & ADVISORS — Auditor
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 | $18,813 | — | — | — | — |
| 2023 | $18,319 | — | — | — | — |
| 2022 | $15,641 | $1,634 | $13,565 | — | — |