Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Central North Carolina, INC
- Sponsor EIN: 560862842
- Sponsor Address: 1235 SOUTH EUGENE STREET, GREENSBORO, NC, 274061309
- Plan Type: 401(k)
- Total Participants: 236
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 236 | $9.0M | $328,697 | $442,206 |
| 2023 | 220 | $8.5M | $302,085 | $406,055 |
| 2022 | 206 | $7.3M | $272,975 | $362,536 |
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 |
|---|---|---|---|---|
| DMJPS PLLC | 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 | $9,899 | — | $9,899 | — | — |
| 2023 | $9,624 | — | $9,624 | — | — |
| 2022 | $9,113 | — | $9,113 | — | — |