Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Goodman Manufacturing
Goodman Manufacturing 401(k)
- Manufacturing
- Waller, TX
- EIN 76-0423371
- 1 plan with Schedule H financials
- Plan year 2024
- Goodman Manufacturing Company, L.P.
- filed as Daikin Comfort Technologies Manufacturing, L.P.
Administrative expenses excluding investment management, per participant · The Daikin 401(k) Plan · plan year 2024
$56.70
Higher than 39% of the 2,324 plans $250M to 1B that report it.
Source
= $704,679 / 12,428
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008113218NAL0005771697001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008113218NAL0005771697001, received 2025-10-08
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-08.
Cost and contributions
Administrative expenses per participant
$61.82
Higher than 29% of the 2,405 plans $250M to 1B that report it.
Source
= $768,246 / 12,428
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008113218NAL0005771697001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008113218NAL0005771697001, received 2025-10-08
Administrative expenses as a share of assets
0.121%
Higher than 74% of the 2,407 plans $250M to 1B that report it.
Source
= $768,246 / $635,259,210
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008113218NAL0005771697001, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008113218NAL0005771697001, received 2025-10-08
Employer contributions per participant
$1,431
Higher than 15% of the 2,457 plans $250M to 1B that report it.
Source
= $17,781,904 / 12,428
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008113218NAL0005771697001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008113218NAL0005771697001, received 2025-10-08
Employer share of total contributions
26.1%
Higher than 34% of the 2,459 plans $250M to 1B that report it.
Source
= $17,781,904 / $68,231,901
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008113218NAL0005771697001, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008113218NAL0005771697001, received 2025-10-08
Plan terms, as stated in Goodman Manufacturing Company, L.P.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008113218NAL0005771697001, received 2025-10-08
Full record, The Daikin 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | DAIKIN COMFORT TECHNOLOGIES MANUFACTURING, L.P. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Plan name | THE DAIKIN 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Sponsor EIN / plan number | 76-0423371 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Sponsor location | WALLER, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Industry (business code) | 335900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Filing received | 2025-10-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Participants, beginning of year | 13,043 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Active participants | 12,035 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Participants, end of year | 13,048 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Participants with an account balance | 12,428 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Total assets, beginning of year | $529,947,847 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Total assets, end of year | $635,259,210 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Net assets, end of year | $635,259,210 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Total income | $145,468,867 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Net income | $82,825,792 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Employer contributions | $17,781,904 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Participant contributions | $45,702,449 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Other contributions (incl. rollovers) | $4,747,548 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Total contributions | $68,231,901 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Benefit payments | $61,288,598 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Total expenses (incl. benefit payments) | $62,643,075 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Total administrative expenses | $768,246 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Contract administrator fees | $664,679 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| IQPA audit fees | $40,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Investment advisory and management fees | $63,567 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Administrative expenses excluding investment management | $704,679 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Held in common/collective trusts | $223,313,001 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Held in mutual funds | $378,245,776 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251008113218NAL0005771697001, received 2025-10-08 |
| Independent auditor | STULB & ASSOCIATES, APAC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008113218NAL0005771697001, received 2025-10-08 |
Position = column in the DOL layout for form year 2024. Filing 20251008113218NAL0005771697001, received 2025-10-08.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $653,812 | yes |
| MERCER INVESTMENTS LLC | INVESTMENT ADVISORY | 27 Investment advisory (plan); 50 Direct payment from the plan; 70 Consulting fees | $38,376 | no |
| MERCER | INVESTMENT ADVISORY | 27 Investment advisory (plan); 50 Direct payment from the plan | $38,036 | no |
| REHMANN ROBSON | ACCOUNTANT | 10 Accounting (including auditing); 50 Direct payment from the plan | $23,019 | no |
| WILLIAMS DISTRIBUTING CO | ACCOUNTANT | 10 Accounting (including auditing); 50 Direct payment from the plan | $15,000 | no |
| WILSHIRE ADVISORS LLC | INVESTMENT ADVISORY | 27 Investment advisory (plan); 72 Other investment fees and expenses | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251008113218NAL0005771697001, received 2025-10-08.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $529,947,847 | $635,259,210 | 19.9% |
| Participants with a balance | 11,668 | 12,428 | 6.5% |
| Administrative expenses | $765,150 | $768,246 | 0.4% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $10,683,038 | $17,781,904 | 66.4% |
Prior filing 20241114113949NAL0030286304001, received 2024-11-14; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: DAIKIN COMFORT TECHNOLOGIES MANUFACTURING, L.P.; SEC registrant: Goodman Manufacturing Company, L.P. (CIK 1338098, matched by EIN).