Plan Ledger DOL Form 5500 · updated monthly

1661, Inc. dba Goat401(k)

GOAT 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.43%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

1661, Inc. dba Goat reported $130,652 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 2,390th-largest of 9,483 plans among California employers on file, and the 905th of 5,215 in retail trade. In 2024, employees put in $509974.43 for every $1.00 the employer contributed; active participation has shrunk from 1,132 to 935 since 2022.

Plan summary
Net assets, end of year$34,836,563
Participants with balances1,066
Active participants935
Employer contributions$14
Employee contributions$7,139,642
Employer contribution per active participant$0
Average account balance$32,680
Benefits paid to participants$3,213,297
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.8M · 1,066 accts · $14 emplr
2023$25.4M · 1,085 accts · $2K emplr
2022$14.3M · 1,150 accts · $348 emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$130,652
Total administrative$130,652
The 1661, Inc. dba Goat 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2024$0 per active participant
2023$2 per active participant
2022$0 per active participant

1661, Inc. dba Goat's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$130,652

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$130,652 · 0.43%
2023$84,896 · 0.43%
2022$54,888 · 0.45%
Same employer
Similar plansRetail Trade · California
New Tangram, LLC CA$36.3M · 0.35%
Maita Auto Group CA$36.0M · 0.33%
Valence Media, LLC. CA$35.8M · 0.34%
Arbonne International LLC CA$34.8M · 0.25%
Prodege, LLC dba Swagbucks CA$34.3M · 0.28%
Bentley Mills, Inc. CA$32.9M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271171406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.