Plan Snapshot
- Plan Sponsor: Goto Technologies Usa, LLC
- Sponsor EIN: 812216538
- Sponsor Address: 333 SUMMER STREET 5TH FLOOR, BOSTON, MA, 02210
- Plan Type: 401(k)
- Total Participants: 1,115
- Total Assets: $191.5M
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 | 1,115 | $191.5M | $3.3M | $12.8M |
| 2023 | 1,348 | $196.0M | $4.6M | $16.8M |
| 2022 | 1,450 | $161.0M | $4.6M | $16.5M |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $275,942 | $56,986 | $600 | — | — |
| 2023 | $224,123 | $42,618 | $900 | — | — |
| 2022 | $247,601 | $37,955 | — | — | — |