Plan Snapshot
- Plan Sponsor: Good Neighbor Society
- Sponsor EIN: 420846668
- Sponsor Address: 105 MCCARREN DRIVE, MANCHESTER, IA, 52057
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $4.9M
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 | 177 | $4.9M | $191,484 | $304,517 |
| 2023 | 155 | $4.2M | $185,140 | $290,811 |
| 2022 | 153 | $3.3M | $135,051 | $274,237 |
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 |
|---|---|---|---|---|
| BGHN ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BGHN ASSOCIATES, PC — 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 | $43,860 | $27,029 | — | — | — |
| 2023 | $33,709 | $21,178 | — | — | — |
| 2022 | $34,958 | — | — | — | — |