Plan Snapshot
- Plan Sponsor: Goodwill Industries, INC.
- Sponsor EIN: 470378996
- Sponsor Address: 4805 N. 72ND STREET, OMAHA, NE, 68134
- Plan Type: 403(b)
- Total Participants: 849
- Total Assets: $6.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 849 | $6.7M | $172,252 | $375,097 |
| 2023 | 726 | $5.9M | $147,363 | $293,845 |
| 2022 | 738 | $5.3M | $135,074 | $297,999 |
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 |
|---|---|---|---|---|
| HBE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HBE, LLP — Auditor
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 | $58,678 | $665 | $48,267 | — | — |
| 2023 | $37,430 | — | $37,430 | — | — |
| 2022 | $32,495 | — | $32,495 | — | — |