Back to filter
Original filing (PDF)20250922094051NAL0002077347001
GOODING GROUP, LLC
Form 5500
FILING_RECEIVED
GOODING GROUP, LLC GROUP MEDICAL PLAN
Health & welfare plan
Signals · 3
100% in single holding~136623 bps in Sched C feesNo recordkeeper disclosed
Active participants
164
Accounts w/ balance
—
Plan assets (EOY)
$13K
Net assets (EOY)
-$203K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "or similar party par or maturity value Interest-bearing Cash UMB Bank Money-market account" is 100% of plan.
- 136623 bps in Schedule C fees — 86370% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOODING GROUP, LLC.
Plan sponsor
Name
GOODING GROUP, LLC
EIN
20-2945598
Address
345 S READING ROAD · EPHRATA, PA · 17522
Phone
(717) 733-5745
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
BERTZ HESS & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP | 23-1315351 | — | BROKER | $61K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL BLUECROSS | 23-0455154 | — | ADMIN | $108K | — |
| CONNECTCARE 3 | 26-1768616 | — | OTHER | $11K | — |
Investments
1 direct security· $13K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party par or maturity value Interest-bearing Cash UMB Bank Money-market account | — | — | $13K | $13K | 100.0% |
Related plans
Other plans using CAPITAL BLUECROSS
INSULATORS LOCAL 23 HEALTH AND WELFARE BOARD OF TRUSTEES
INSULATORS LOCAL 23 HEALTH AND WELFARE PLAN
$6.6M · 145 participants
LIFEPATH, INC.
LIFEPATH, INC. EMPLOYEE BENEFIT PLAN
$3.3M · 488 participants
MOTOR TRUCK EQUIPMENT COMPANY
MOTOR TRUCK EQUIPMENT COMPANY HEALTH CARE PLAN
$2.4M · 268 participants
STORAGE ASSET MANAGEMENT, LLC
STORAGE ASSET MANAGEMENT, LLC HEALTH & WELFARE PLAN
$2.0M · 330 participants
D F STAUFFER BISCUIT CO INC
D F STAUFFER BISCUIT CO INC GROUP INSURANCE PLAN
$1.9M · 433 participants
BYRON WAGGONER CONSTRUCTION, INC.
BYRON WAGGONER CONSTRUCTION, INC GROUP MEDICAL PLAN
$753K · 162 participants
Similar-size Construction plans
CLEARVIEW ROOFING DBA CLEARVIEW CONSTRUCTION LLC
CLEARVIEW CONSTRUCTION LLC 401(K) PLAN
$13K · 4 participants
SUN VALLEY SKYLIGHTS, INC.
SUN VALLEY 401(K) PLAN
$13K · 10 participants
JLK CONTRACTING LLC
JLK CONTRACTING LLC 401K PLAN
$13K · 4 participants
COMMERCIAL DOORS FRAMES AND HARDWARE, INC.
COMMERCIAL DOORS FRAMES AND HARDWARE 401(K) PLAN
$13K · 3 participants
RN THOMPSON JR ASSOC. CONSTRUCTION
RN THOMPSON JR ASSOC. CONSTRUCTION CBIN BENEFIT PLAN
$13K · 12 participants
DISTINCTIVE OUTDOOR STRUCTURES
DISTINCTIVE OUTDOOR STRUCTURES 401(K) PROFIT SHARING PLAN & TRUST
$13K · 9 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B