Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Central Florida, INC.
- Sponsor EIN: 590908166
- Sponsor Address: 3191 MAGUIRE BLVD #200, ORLANDO, FL, 32803
- Plan Type: 403(b)
- Total Participants: 1,735
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 1,735 | $13.6M | $1.4M | $2.0M |
| 2023 | 1,527 | $10.4M | $1.4M | $1.7M |
| 2022 | 280 | $2.2M | $0 | $413,122 |
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 |
|---|---|---|---|---|
| CARR, RIGGS & INGRAM, LLC | 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 | $65,153 | — | $65,153 | — | — |
| 2023 | $28,554 | — | $28,554 | — | — |
| 2022 | $22,951 | — | $22,951 | — | — |