Plan Snapshot
- Plan Sponsor: Gotwals, INC.
- Sponsor EIN: 351121074
- Sponsor Address: 12 GOTWALS LANE, OLEY, PA, 19547
- Plan Type: 401(k)
- Total Participants: 267
- Total Assets: $22.5M
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 | 267 | $22.5M | $239,268 | $1.3M |
| 2023 | 256 | $20.8M | $228,237 | $1.2M |
| 2022 | 236 | $17.9M | $233,466 | $1.1M |
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 |
|---|---|---|---|---|
| MARION & BLACK LLC | Auditor | $42,260 | — | $42,260 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,260
- Estimated Expense Ratio: 0.188% 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 | $128,419 | $38,412 | — | $42,260 | — |
| 2023 | $93,746 | $33,173 | — | $19,175 | — |
| 2022 | $97,208 | $59,629 | $16,754 | — | $19,175 |