Plan Snapshot
- Plan Sponsor: Gooding Group, LLC
- Sponsor EIN: 202945598
- Sponsor Address: PO BOX 476, EPHRATA, PA, 17522
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $27.3M
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 | 194 | $27.3M | $433,937 | $1.2M |
| 2023 | 203 | $25.6M | $414,498 | $1.2M |
| 2022 | 200 | $22.3M | $397,134 | $1.1M |
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 |
|---|---|---|---|---|
| BERTZ. HESS & CO., LLP | Auditor | $10,450 | — | $10,450 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,450
- Estimated Expense Ratio: 0.038% 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 | $107,389 | $87,885 | — | $10,450 | — |
| 2023 | $93,231 | $83,975 | — | — | — |
| 2022 | $96,404 | $86,929 | — | — | $9,475 |