Plan Snapshot
- Plan Sponsor: Goodwill Easter Seals Miami Valley
- Sponsor EIN: 310537112
- Sponsor Address: 660 SOUTH MAIN STREET, DAYTON, OH, 45402
- Plan Type: 401(k)
- Total Participants: 1,446
- Total Assets: $9.9M
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 | 1,446 | $9.9M | $281,336 | $712,053 |
| 2023 | 1,390 | $8.6M | $273,403 | $693,147 |
| 2022 | 1,278 | $7.2M | $241,151 | $610,468 |
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 |
|---|---|---|---|---|
| DYNAMIC PENSION SERVICES, INC. | Recordkeeper | $21,122 | — | $21,122 |
| TWG BENEFITS, INC. | Recordkeeper | $19,474 | — | $19,474 |
| IRONSHORE FINANCIAL, LLC | Investment Advisor | $9,750 | — | $9,750 |
| SOUND FINANCIAL INVESTMENT MGMT | Other Service Provider | $9,250 | — | $9,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,596
- Estimated Expense Ratio: 0.601% 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 | $66,829 | $19,000 | $28,355 | — | — |
| 2023 | $62,079 | $19,000 | $25,558 | — | — |
| 2022 | $57,683 | $19,000 | $38,683 | — | — |