Plan Snapshot
- Plan Sponsor: Goodwill Industries International, INC.
- Sponsor EIN: 530196517
- Sponsor Address: 15810 INDIANOLA DRIVE, ROCKVILLE, MD, 208552639
- Plan Type: 403(b)
- Total Participants: 168
- Total Assets: $31.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 168 | $31.6M | $1.2M | $1.5M |
| 2023 | 154 | $26.9M | $736,448 | $1.3M |
| 2022 | 132 | $23.6M | $570,114 | $1.0M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 | $26,871 | — | $26,871 | — | — |
| 2023 | $13,206 | — | $13,206 | — | — |
| 2022 | $5,621 | — | $5,621 | — | — |