# Good Samaritan Shelter 401(k) Plan
Source: https://planprovider.pro/companies/good-samaritan-shelter-401k-plan

> Good Samaritan Shelter's 401(k) plan: 338 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Good Samaritan Shelter

- **Sponsor EIN:** 770133375

- **Sponsor Address:** PO BOX 5908, SANTA MARIA, CA, 934565908

- **Plan Type:** 401(k)

- **Total Participants:** 338

- **Total Assets:** $6.0M

## 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|338|$6.0M|$504,153|$645,374|

| 2023|259|$4.3M|$362,874|$472,522|

| 2022|209|$3.4M|$285,919|$409,190|

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$8,865|—|$8,865|

| NOVOTNY CPA GROUP PLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [NOVOTNY CPA GROUP PLC](https://planprovider.pro/provider/novotny-cpa-group-plc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,865

- **Estimated Expense Ratio:** 0.148% 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|$9,680|$346|$8,474|—|—|

| 2023|$7,850|$184|$6,806|—|—|

| 2022|$8,508|$250|$8,258|—|—|

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