Plan Snapshot
- Plan Sponsor: Goodrx, INC.
- Sponsor EIN: 453653763
- Sponsor Address: 2701 OLYMPIC BOULEVARD, SUITE B, SANTA MONICA, CA, 90404
- Plan Type: 401(k)
- Total Participants: 740
- Total Assets: $75.9M
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 | 740 | $75.9M | $4.8M | $10.6M |
| 2023 | 718 | $54.2M | $4.4M | $9.6M |
| 2022 | 707 | $36.6M | $4.3M | $9.7M |
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 |
|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | Investment Advisor | $91,549 | — | $91,549 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $37,440 | — | $37,440 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $37,295 | — | $37,295 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $166,284
- Estimated Expense Ratio: 0.219% 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 | $166,284 | $37,440 | — | — | — |
| 2023 | $258,106 | $195,480 | — | — | — |
| 2022 | $189,720 | — | $189,720 | — | — |