Plan Ledger DOL Form 5500 · updated monthly

Gooding Group, LLC401(k)

GOODING GROUP, LLC 401(K) RETIREMENT PLAN · EPHRATA, PA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Gooding Group, LLC reported $107,389 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,237 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 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,264th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,634th of 5,337 in construction. In 2024, employees put in $2.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,320,158
Participants with balances265
Active participants194
Employer contributions$433,937
Employee contributions$1,200,983
Employer contribution per active participant$2,237
Average account balance$103,095
Benefits paid to participants$2,819,378
Plan auditUnmodified (clean) audit opinion
AuditorBERTZ. HESS & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$27.3M · 265 accts · $434K emplr
2023$25.6M · 262 accts · $414K emplr
2022$22.3M · 262 accts · $397K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,054
Investment management$87,885
Audit (IQPA)$10,450
Trustee / custodial$1,000
Total administrative$107,389
The Gooding Group, LLC 401(k) match · 2024
Employer contribution per active participant$2,237
Median for plans this size$2,416
2024$2,237 per active participant
2023$2,042 per active participant
2022$1,986 per active participant

Gooding Group, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
FULTON BANK, N.A. · Recordkeeping · Consulting$111,496
BERTZ, HESS & CO LLC · Consulting$10,450

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

Recordkeeper by year2
2024FULTON BANK, N.A.
2023FULTON BANK, N.A.

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Administrative cost history3
2024$107,389 · 0.41%
2023$93,231 · 0.39%
2022$96,404 · 0.40%
Same employer
Similar plansConstruction · Pennsylvania
Fine Line Homes, Inc. PA$27.9M · 0.03%
Stewart & Tate, Inc. PA$27.9M · 0.63%
James D. Morrissey, Inc. PA$26.4M · 0.19%
Leonard S. Fiore, Inc. PA$26.0M · 0.34%
Qualtek USA, LLC PA$26.0M · 0.43%
People 2.0 Global, LP PA$25.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202945598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.