Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Central Iowa
- Sponsor EIN: 420764469
- Sponsor Address: 5355 NW 86TH STREET, JOHNSTON, IA, 50131
- Plan Type: 403(b)
- Total Participants: 479
- Total Assets: $5.9M
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 | 479 | $5.9M | $370,370 | $501,266 |
| 2023 | 354 | $6.1M | $526,006 | $461,082 |
| 2022 | 290 | $5.3M | $486,448 | $401,094 |
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 |
|---|---|---|---|---|
| ANDERSON, LARKIN & CO. P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERSON, LARKIN & CO. P.C. — 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 | $40,920 | — | $40,920 | — | — |
| 2023 | $57,009 | — | $57,009 | — | — |
| 2022 | $5,600 | — | — | — | $5,600 |