# Goodwill Columbus 403(b) Plan
Source: https://planprovider.pro/companies/goodwill-columbus-403b-plan

> Goodwill Columbus's 403(b) plan: 1,249 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CLARK, SCHAEFER, HACKETT & CO.|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|

| 2024|$42,040|$11,054|$30,986|—|—|

| 2023|$40,169|$7,437|$32,732|—|—|

| 2022|$36,545|$8,674|$27,871|—|—|

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