Plan Snapshot
- Plan Sponsor: Good Fulton & Farrell, INC.
- Sponsor EIN: 751819845
- Sponsor Address: 3030 NOWITZKI WAY, DALLAS, TX, 75219
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $24.0M
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 | 112 | $24.0M | $0 | $937,678 |
| 2023 | 127 | $20.8M | $0 | $1.0M |
| 2022 | 132 | $17.0M | $285,844 | $934,228 |
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 | Other Service Provider | $99,221 | — | $99,221 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | — | $42,516 | $42,516 |
| NOVA 401(K) ASSOCIATES | Other Service Provider | — | $10,984 | $10,984 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $152,721
- Estimated Expense Ratio: 0.637% 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 | $99,221 | — | $99,221 | — | — |
| 2023 | $84,178 | — | $84,178 | — | — |
| 2022 | $79,377 | — | $79,377 | — | — |