Plan Snapshot
- Plan Sponsor: Davis Memorial Goodwill Industries, INC.
- Sponsor EIN: 530196588
- Sponsor Address: 1140 3RD ST., NE, SUITE 350, WASHINGTON, DC, 20002
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 172
- Total Assets: $376,063
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 172 | $376,063 | $0 | $0 |
| 2024 | 178 | $353,715 | $911,156 | $71,624 |
| 2023 | 140 | $341,115 | $910,043 | $71,241 |
| 2022 | 184 | $347,613 | $940,381 | $75,616 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $950,706 | — | — | — | — |
| 2024 | $34,417 | — | — | — | — |
| 2023 | $84,013 | — | — | $16,380 | — |
| 2022 | $88,555 | — | $65,225 | — | $23,330 |