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Original filing (PDF)20251015074432NAL0005440688001
GOFF COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
GOFF COMMUNICATIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
87
Accounts w/ balance
155
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOFF COMMUNICATIONS, INC..
Plan sponsor
Name
GOFF COMMUNICATIONS, INC.
EIN
59-1149381
Address
6448 PARKLAND DRIVE · SARASOTA, FL · 34243
Phone
(941) 955-7106
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS | 48-1205033 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-2937883 | — | ADVISORY CONSULTING | $13K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE AIMPOINT GROUP | 46-1931817 | — | TPA | $9K | — |
Investments
25 direct securities · 1 pooled fund· $4.7M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.6M
25 holdings
Pooled Separate Account
$90K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund " | — | — | — | $676K | 14.3% | |
| T. Rowe Price Retirement 2050 Fund " | — | — | — | $617K | 13.1% | |
| T. Rowe Price Retirement 2035 Fund " | — | — | — | $529K | 11.2% | |
| Vanguard Growth Index Fund Admiral Shares " | — | — | — | $380K | 8.0% | |
| T. Rowe Price Retirement 2040 Fund " | — | — | — | $329K | 7.0% | |
| T. Rowe Price Retirement 2045 Fund " | — | — | — | $323K | 6.8% | |
| Vanguard Total International Stock Market Index Fund " | — | — | — | $245K | 5.2% | |
| Columbia U.S. Treasury Index Fund Institutional 2 Class " ** 2 iShares S&P 500 Index Fund Class K " | — | — | — | $238K | 5.1% | |
| Vanguard Value Index Fund Admiral Shares " | — | — | — | $150K | 3.2% | |
| Columbia Small Cap Index Fund Institutional 2 Class " | — | — | — | $145K | 3.1% | |
| T. Rowe Price Retirement 2060 Fund " | — | — | — | $126K | 2.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares " | — | — | — | $122K | 2.6% | |
| Vanguard Small Cap Value Index Fund Admiral Shares " | — | — | — | $104K | 2.2% | |
| Columbia Mid Cap Index Fund Institutional 2 Class " | — | — | — | $92K | 2.0% | |
| CMFG Life Stable Value Fund Guaranteed insurance contract | — | — | — | $90K | 1.9% | |
| POOLED SEPARATE ACCOUNT THE GUARDIAN INSURANCE & ANNUITY COMPANY, INC. · EIN 13-2656036 / PN 001 | Pooled Separate Account | — | — | $90K | 1.9% | |
| T. Rowe Price Retirement 2055 Fund " | — | — | — | $83K | 1.8% | |
| T. Rowe Price Retirement 2025 Fund " | — | — | — | $55K | 1.2% | |
| Vanguard Federal Money Market Investor Fund Mutual fund ** 72 American Funds High-Income Trust R6 Fund " | — | — | — | $50K | 1.1% | |
| Vanguard Mid Cap Value Index Fund Admiral Shares " | — | — | — | $49K | 1.0% | |
| Legg Mason Global Asset Management Trust " | — | — | — | $46K | 1.0% | |
| T. Rowe Price Retirement 2020 Fund " | — | — | — | $46K | 1.0% | |
| Thornburg Strategic Income Fund Class R6 " | — | — | — | $28K | 0.6% | |
| T. Rowe Price Retirement 2015 Fund " | — | — | — | $22K | 0.5% | |
| Vanguard Small Cap Growth Index Fund Admiral Shares " | — | — | — | $14K | 0.3% | |
| Vanguard Mid Cap Growth Fund Admiral Shares " | — | — | — | $5K | 0.1% |
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