Plan Snapshot
- Plan Sponsor: Goodwill Columbus
- Sponsor EIN: 314379448
- Sponsor Address: 671 S. HIGH STREET, 8TH FLOOR, COLUMBUS, OH, 432061066
- Plan Type: 403(b)
- Total Participants: 1,249
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 1,249 | $3.2M | $73,317 | $373,839 |
| 2023 | 1,220 | $3.1M | $0 | $250,281 |
| 2022 | 1,222 | $3.0M | $0 | $253,943 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $30,986 | — | $30,986 |
| EVERHART FINANCIAL GROUP DBA EVERHA | Investment Advisor | $7,979 | $5 | $7,984 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERHART FINANCIAL GROUP DBA EVERHA — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,970
- Estimated Expense Ratio: 1.232% 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 |
|---|---|---|---|---|---|
| 2024 | $42,040 | $11,054 | $30,986 | — | — |
| 2023 | $40,169 | $7,437 | $32,732 | — | — |
| 2022 | $36,545 | $8,674 | $27,871 | — | — |