# Goodsill Anderson Quinn & Stifel A Limited Liability Law Partnership DC Plan
Source: https://planprovider.pro/companies/goodsill-anderson-quinn-stifel-a-limited-liability-law-partnership-l-plan

> Goodsill Anderson Quinn & Stifel A Limited Liability Law Partnership's DC plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Goodsill Anderson Quinn & Stifel A Limited Liability Law Partnership

- **Sponsor EIN:** 990087157

- **Sponsor Address:** 999 BISHOP STREET, HONOLULU, HI, 968134440

- **Plan Type:** DC

- **Total Participants:** 93

- **Total Assets:** $50.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|93|$50.1M|$650,254|$1.1M|

| 2023|87|$45.7M|$655,647|$918,859|

| 2022|90|$40.8M|$537,409|$995,069|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$80,158|—|$80,158|

| MORGAN STANLEY GLOBAL BANKING|INVESTMENT ADVISOR|$76,859|—|$76,859|

| CW ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [MORGAN STANLEY GLOBAL BANKING](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $157,017

- **Estimated Expense Ratio:** 0.313% 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|$157,017|$76,859|$80,158|—|—|

| 2023|$107,391|$71,202|$36,189|—|—|

| 2022|$97,427|$70,307|$27,120|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/goodsill-anderson-quinn-stifel-a-limited-liability-law-partnership-l-plan)

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