# Gotwals, INC. 401(k) Plan
Source: https://planprovider.pro/companies/gotwals-inc-401k-plan

> Gotwals, INC.'s 401(k) plan: 267 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Wavepoint 3pl, INC.](https://planprovider.pro/companies/wavepoint-3pl-inc-401k-plan) — 293 participants

- [Pls Logistics Services](https://planprovider.pro/companies/pls-logistics-services-401k-plan) — 305 participants

- [Penn Tank Lines, INC](https://planprovider.pro/companies/penn-tank-lines-inc-401k-plan) — 223 participants

- [S&H Express, INC.](https://planprovider.pro/companies/s-h-express-inc-401k-plan) — 323 participants

- [Burgmeier Hauling, INC.](https://planprovider.pro/companies/burgmeier-hauling-inc-401k-plan) — 173 participants

- [Board Of Trustees Of Beverage Drivers Local Union No. 67](https://planprovider.pro/companies/board-of-trustees-of-beverage-drivers-local-union-no-67-plan) — 373 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/gotwals-inc-401k-plan)

© 2026 PlanProvider.Pro