Plan Snapshot
- Plan Sponsor: Raymond L. Goodson, Jr. INC.
- Sponsor EIN: 751082440
- Sponsor Address: 12001 N CENTRAL EXPRESSWAY, STE 300, DALLAS, TX, 75243
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $14.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 82 | $14.4M | $567,028 | $616,544 |
| 2023 | 90 | $12.8M | $567,845 | $604,217 |
| 2022 | 125 | $10.1M | $538,318 | $577,861 |
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 |
|---|---|---|---|---|
| BOKF, NA | TRUSTEE | $41,192 | $187 | $41,379 |
| PRICEKUBECKA, PLLC | AUDITOR | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,379
- Estimated Expense Ratio: 0.364% 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 | $52,191 | $6,857 | — | $11,000 | — |
| 2023 | $36,080 | $7,500 | — | — | — |
| 2022 | — | — | — | — | — |