How big is GOCO Enterprises, LLC's plan?

GOCO Enterprises, LLC's plan reported $512K in assets and 3 participants for 2024.

Original filing (PDF)20250604151856NAL0019477008001

GOCO Enterprises, LLC

Name: GOCO Enterprises, LLC — O'DELL Wealth Management, Form 5500 (2024)
Creator: GOCO Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O'DELL Wealth Management Group 401(k) Plan

401(k) retirement plan · GOCO Enterprises, LLC's O'DELL Wealth Management Group 401(k) Plan held $512K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$512K

Net assets (EOY)

$512K

People on this filing

GENE O'DELL signed GOCO Enterprises, LLC's 2024 Form 5500 as plan administrator.

GENE O'DELL — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

GOCO Enterprises, LLC's EIN is 85-3139786.

EIN 85-3139786

Plan number 001

Plan year 2024

ACK ID 20250604151856NAL0019477008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GOCO Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GOCO Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOCO ENTERPRISES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

GOCO ENTERPRISES, LLC

DBA

O'DELL WEALTH MANAGEMENT GROUP

EIN

all filings

Address

4650 S. NATIONAL AVE., · SUITE B-4 · SPRINGFIELD, MO · 65810

Phone

(417) 427-9000

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