Plan Snapshot
- Plan Sponsor: Goulston Technologies, INC.
- Sponsor EIN: 621341202
- Sponsor Address: 700 NORTH JOHNSON STREET, MONROE, NC, 281115025
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $31.0M
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 | 115 | $31.0M | $623,639 | $695,579 |
| 2023 | 110 | $30.2M | $583,038 | $700,614 |
| 2022 | 119 | $28.2M | $605,810 | $737,748 |
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 |
|---|---|---|---|---|
| ELLIOTT DAVIS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT DAVIS — 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 | $79,344 | $63,264 | $16,080 | — | — |
| 2023 | $76,176 | $55,304 | $20,872 | — | — |
| 2022 | $74,076 | $61,824 | $12,252 | — | — |