# Davis Memorial Goodwill Industries, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/davis-memorial-goodwill-industries-inc-530196588-502

> Davis Memorial Goodwill Industries, INC.'s Health & Welfare plan: 172 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

## Similar Plans

- [Board Of Trustees Of The Liuna National (Industrial) Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-the-liuna-national-industrial-pension-fund-plan) — 63,303 participants

- [Board Of Trustees Laborers' National H&W Fund](https://planprovider.pro/companies/board-of-trustees-laborers-national-h-w-fund-521601994-501) — 1,979 participants

- [Blackwood Of Dc LLC](https://planprovider.pro/companies/blackwood-of-dc-llc-401k-plan) — 102 participants

- [Accupermit, LLC](https://planprovider.pro/companies/accupermit-llc-454569854-501) — 6 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/davis-memorial-goodwill-industries-inc-530196588-502)

© 2026 PlanProvider.Pro