Plan Snapshot
- Plan Sponsor: Goldman Equipment L.L.C.
- Sponsor EIN: 720968256
- Sponsor Address: 3915 CYPRESS STREET, WEST MONROE, LA, 71291
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $16.3M
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 | 186 | $16.3M | $454,702 | $737,340 |
| 2023 | 196 | $15.8M | $484,174 | $841,937 |
| 2022 | 195 | $15.6M | $463,262 | $802,558 |
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 |
|---|---|---|---|---|
| SECOND LINE CAPITAL, LLC | RIA | $32,527 | — | $32,527 |
| SILAS SIMMONS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SILAS SIMMONS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,527
- Estimated Expense Ratio: 0.200% 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 | $89,328 | $32,528 | $16,080 | — | — |
| 2023 | $87,250 | $31,558 | $14,559 | — | — |
| 2022 | $90,091 | $90,091 | — | — | — |