# Goto Technologies Usa, LLC 401(k) Plan
Source: https://planprovider.pro/companies/goto-technologies-usa-inc-401k-plan

> Goto Technologies Usa, LLC's 401(k) plan: 1,115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$151,917|—|$151,917|

| FIDUCIENT ADVISORS LLC|INVESTMENT ADVISOR|$67,039|—|$67,039|

| STRATEGIC ADVISORS, INC.|ADVISOR|$56,986|—|$56,986|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $275,942

- **Estimated Expense Ratio:** 0.144% 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|$275,942|$56,986|$600|—|—|

| 2023|$224,123|$42,618|$900|—|—|

| 2022|$247,601|$37,955|—|—|—|

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