Plan Snapshot
- Plan Sponsor: Easter Seals Goodwill Nd, INC.
- Sponsor EIN: 450226705
- Sponsor Address: ATTN HUMAN RESOURCES DEPT, MANDAN, ND, 58554
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 259
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 259 | $5.9M | $0 | $0 |
| 2024 | 197 | $5.0M | $239,499 | $316,547 |
| 2023 | 201 | $4.7M | $245,818 | $308,330 |
| 2022 | 209 | $3.8M | $237,013 | $312,075 |
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 |
|---|---|---|---|---|
| BELL BANK | Other Service Provider | $28,569 | — | $28,569 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,569
- Estimated Expense Ratio: 0.482% of plan assets
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 | $462,669 | — | $28,569 | — | — |
| 2024 | $27,119 | — | $23,129 | — | — |
| 2023 | $23,522 | — | $20,509 | — | — |
| 2022 | $24,828 | — | $24,828 | — | — |