# Goodleap, LLC 401(k) Plan
Source: https://planprovider.pro/companies/goodleap-llc-401k-plan

> Goodleap, LLC's 401(k) plan: 1,147 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Goodleap, LLC

- **Sponsor EIN:** 470912342

- **Sponsor Address:** 8781 SIERRA COLLEGE BOULEVARD, ROSEVILLE, CA, 95661

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

- **Total Participants:** 1,147

- **Total Assets:** $49.2M

## 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|1,147|$49.2M|$363,483|$7.9M|

| 2023|1,101|$38.0M|$0|$6.4M|

| 2022|1,043|$29.2M|$7,150|$6.3M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$191,835|—|$191,835|

| PENTEGRA SERVICES INC.|CONTRACT ADMIN|$90,008|—|$90,008|

| MORGAN STANLEY|INVESTMENT ADVISOR|$40,191|—|$40,191|

| RICHEY MAY & CO LLP|AUDITOR|$10,500|—|$10,500|

| RICHEY MAY & CO.|Auditor|$10,500|—|$10,500|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [RICHEY MAY & CO.](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $343,034

- **Estimated Expense Ratio:** 0.698% 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|-$48,100|$40,191|$90,008|$10,500|—|

| 2023|$7,913|$31,024|$54,589|$14,000|—|

| 2022|$26,776|$26,776|—|—|—|

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