Plan Ledger DOL Form 5500 · updated monthly

Go Mortgage, LLC401(k)

GO MORTGAGE, LLC 401(K) PROFIT SHARING PLAN · BROOKFIELD, WI · plan year 2022

Reported admin expense ratio · 2022
0.41%

Go Mortgage, LLC reported $46,274 in plan administrative expenses for 2022: 0.41% of average plan assets, above the peer median. 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 2 years on file its reported administrative ratio rose from 0.41% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Wisconsin (1,346th of 1,936), and 4,080th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$9,008,344
Participants with balances111
Active participants181
Employer contributions—
Employee contributions$903,938
Employer contribution per active participant—
Average account balance$81,156
Benefits paid to participants$2,686,517
Plan auditUnmodified (clean) audit opinion
AuditorSIKICH LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 87 accts
2023$7.4M · 120 accts
2022$9.0M · 111 accts
Administrative expenses, itemized · 2022
Professional / advisory$46,274
Total administrative$46,274
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$34,209 · 0.46%
2023$37,489 · 0.46%
2022$46,274 · 0.41%
Same employer
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Premier Community Bank WI$11.3M · 0.75%
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Simplicity Credit Union WI$10.1M · 0.36%
Unity Bank WI$8.3M · 0.41%
Kohler Credit Union WI$8.1M · 0.46%
Guardian Credit Union WI$6.8M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391813773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.