Plan Snapshot
- Plan Sponsor: Good Foods Group, LLC
- Sponsor EIN: 800272408
- Sponsor Address: 10100 88TH AVE, PLEASANT PRAIRIE, WI, 531582217
- Plan Type: 401(k)
- Total Participants: 398
- Total Assets: $11.4M
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 | 398 | $11.4M | $730,895 | $1.3M |
| 2023 | 387 | $9.0M | $572,472 | $1.1M |
| 2022 | 314 | $6.6M | $503,142 | $901,770 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $47,667 | — | $47,667 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Investment Advisor | $9,986 | $14 | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER FIDUCIARY ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,667
- Estimated Expense Ratio: 0.506% 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 | $57,660 | $9,993 | $47,667 | — | — |
| 2023 | $45,488 | $9,996 | $35,492 | — | — |
| 2022 | $41,285 | $9,996 | $31,289 | — | — |