Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Central Oklahoma, INC.
- Sponsor EIN: 730641590
- Sponsor Address: 316 S. BLACKWELDER, OKLAHOMA CITY, OK, 73108
- Plan Type: 401(k)
- Total Participants: 756
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 756 | $2.9M | $265,670 | $437,971 |
| 2023 | 583 | $2.7M | $280,385 | $404,679 |
| 2022 | 662 | $1.8M | $213,091 | $332,906 |
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 |
|---|---|---|---|---|
| HSPG & ASSOCIATES, PC | 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 | $28,044 | $535 | — | — | — |
| 2023 | $20,954 | $112 | — | — | — |
| 2022 | $14,915 | — | $14,915 | — | — |