Plan Snapshot
- Plan Sponsor: The Goldman Sachs Group, INC.
- Sponsor EIN: 134019460
- Sponsor Address: 200 WEST STREET, NEW YORK, NY, 10282
- Plan Type: 401(k)
- Total Participants: 23,891
- Total Assets: $12.8B
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 | 23,891 | $12.8B | $200.8M | $350.7M |
| 2023 | 23,227 | $11.4B | $206.9M | $346.1M |
| 2022 | 24,866 | $9.7B | $212.2M | $306.6M |
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 |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT COMPANY LLP | Other Service Provider | $3,347,480 | — | $3,347,480 |
| J.P.MORGAN INVESTMENT MGMT INC. | Recordkeeper | $2,633,677 | — | $2,633,677 |
| BLACKROCK INST TR COMPANY NA | Other Service Provider | $2,030,058 | — | $2,030,058 |
| VICTORY CAPITAL | Investment Advisor | $1,728,596 | — | $1,728,596 |
| ARTISAN PARTNERS LTD. PARTNERSHIP | Other Service Provider | $1,195,174 | — | $1,195,174 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | Other Service Provider | $1,061,502 | — | $1,061,502 |
| HARDING LOEVNER LP | Investment Advisor | $921,793 | — | $921,793 |
| PIMCO | Other Service Provider | $911,746 | — | $911,746 |
| ALIGHT SOLUTIONS LLC | Recordkeeper | $835,532 | — | $835,532 |
| CENTERSQUARE INVESTMENT MANAGEMENT | Other Service Provider | $815,518 | — | $815,518 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $206,032 | — | $206,032 |
| BANK OF NEW YORK MELLON CORPORATION | Other Service Provider | $184,729 | — | $184,729 |
| CALLAN LLC | Other Service Provider | $118,964 | — | $118,964 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $111,639 | — | $111,639 |
| KPMG LLP | Auditor | $12,407 | — | $12,407 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P.MORGAN INVESTMENT MGMT INC. — Recordkeeper
- VICTORY CAPITAL — Investment Advisor
- HARDING LOEVNER LP — Investment Advisor
- ALIGHT SOLUTIONS LLC — Recordkeeper
- PRICEWATERHOUSECOOPERS LLP — Auditor
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,114,847
- Estimated Expense Ratio: 0.126% 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 | $16,117,465 | $14,994,105 | — | $218,439 | — |
| 2023 | $14,915,475 | $13,626,785 | — | $215,436 | — |
| 2022 | $14,220,640 | $14,220,640 | — | — | — |