Plan Snapshot
- Plan Sponsor: Goodwill Industries-Manasota, INC.
- Sponsor EIN: 592074391
- Sponsor Address: 2705 51ST AVE EAST, BRADENTON, FL, 34243
- Plan Type: 401(k)
- Total Participants: 1,500
- Total Assets: $5.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 1,500 | $5.5M | $334,464 | $569,181 |
| 2023 | 838 | $4.5M | $243,099 | $412,129 |
| 2022 | 754 | $4.6M | $225,985 | $386,664 |
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 |
|---|---|---|---|---|
| GOODWILL INDUSTRIES-MANASOTA, INC. | OTHER | $13,500 | — | $13,500 |
| FIRST PARTY ADMINISTRATORS | CONTRACT ADMIN | $5,550 | $2,274 | $7,824 |
| MAULDIN & JENKINS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,324
- Estimated Expense Ratio: 0.390% 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 | $16,967 | $16,967 | — | — | — |
| 2023 | $24,264 | $24,264 | — | — | — |
| 2022 | $11,423 | $11,423 | — | — | — |