Plan Snapshot
- Plan Sponsor: Gooding Group, LLC
- Sponsor EIN: 202945598
- Sponsor Address: 345 S READING ROAD, EPHRATA, PA, 17522
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 164
- Total Assets: $13,234
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 164 | $13,234 | $0 | $0 |
| 2023 | 169 | $69,648 | $0 | $0 |
| 2022 | 195 | $21,851 | $0 | $0 |
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 |
|---|---|---|---|---|
| CAPITAL BLUECROSS | Other Service Provider | $108,431 | — | $108,431 |
| THE BENECON GROUP | Investment Advisor | $61,496 | — | $61,496 |
| CONNECTCARE 3 | Other Service Provider | $10,880 | — | $10,880 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $180,807
- Estimated Expense Ratio: 1366.231% 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 | $180,807 | $72,376 | $108,431 | — | — |
| 2023 | $134,428 | $75,714 | $58,714 | — | — |
| 2022 | $147,273 | $73,650 | $73,623 | — | — |