P PlanScore

Home / Employer profile

Department of Labor filing

GOLDEN WEST TECHNOLOGIES, INC.

GOLDEN WEST TECHNOLOGIES RETIREMENT SECURITY PARTNERSHIP PLAN · For the plan year ended Dec 31, 2024

Spot something wrong?
Public filing 2024 · received Jul 31, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

46filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$3,127

Reported employer contributions per active participant.

Higher than about 38% of comparable plans
#People in the filing
55

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$167 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 63% of comparable plans
↗Investment performance
Not available

Plan assets changed 14.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202446out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions38th percentileTypical peer $4,365 · based on 26 comparable plans
Lower reported administrative expense63rd percentileTypical peer $179 · based on 24 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, GOLDEN WEST TECHNOLOGIES, INC. reported $172,002 in employer contributions across the plan and 55 active participants. That works out to $3,127 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy56%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 28.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 23.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context46/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$172,002
Participant contributions
$299,833
Other contributions
$109,390
Employer share of reported contributions
36.5%
Beginning assets
$8,158,292
Ending assets
$9,357,496
Ending net assets
$9,357,496
Ending liabilities
$0
Total income
$1,812,205
Total expenses
$613,001
Administrative expenses
$22,422
Participant loans
$97,963

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$2,437
2023
$2,064
2024
$3,127
Plan-paid administrative expenses per participant
2022
$217
2023
$203
2024
$167
Active participants
2022
78
2023
91
2024
55
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$3,127559.4M20250731092811NAL0005812769001
2023$2,064918.2M20240722111939NAL0010344401001
2022$2,437787.7M20230707123328NAL0033385186001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
460386025-005

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Mar 1, 2001
Industry
Information
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLSPRING FUNDS MANAGEMENT LLC2022Not reportedunknown
BAILLIE GIFFORD OVERSEAS LTD2022Not reportedunknown
CAPITAL RESEARCH & MANAGEMENT CO.2022Not reportedunknown
CAVANAL HILL INVESTMENT MGMT, INC2022Not reportedunknown
EATON VANCE MANAGEMENT2022Not reportedunknown
EULAV ASSET MANAGEMENT2022Not reportedunknown
FIDELITY MGMT. RESEARCH, INC.2022Not reportedunknown
FRANKLIN ADVISERS, INC.2022Not reportedunknown
HARTFORD FUNDS MGMT CO., LLC2022Not reportedunknown
JANUS CAPITAL MANAGEMENT LLC2022Not reportedunknown
JP MORGAN INVESTMENT MANAGEMENT INC2022Not reportedunknown
MORGAN STANLEY INVEST. MGMT., INC2022Not reportedunknown
PACIFIC INVESTMENT MGMT. CO. LLC2022Not reportedunknown
PRINCIPAL MANAGEMENT CORPORATION2022Not reportedunknown
RELIANCE TRUST COMPANY STABLE VALUE2022Not reportedunknown
SCHRODER INVESTMENT MGMT NA INC2022Not reportedunknown
SYSTELLIGENCE, LLC2022Not reportedunknown
T.ROWE PRICE ASSOCIATES, INC.2022Not reportedunknown
TEACHERS ADVISORS LLC2022Not reportedunknown
THE VANGUARD GROUP, INC.2022Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2022Not reportedunknown
VOYA INVESTMENTS2022Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →
Filing ACK_ID20250731092811NAL0005812769001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗