Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Dallas, INC.
- Sponsor EIN: 750800649
- Sponsor Address: 3020 N WESTMORELAND ROAD, DALLAS, TX, 75212
- Plan Type: 401(k)
- Total Participants: 833
- Total Assets: $6.5M
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 | 833 | $6.5M | $120,122 | $301,311 |
| 2023 | 774 | $5.8M | $366,053 | $206,379 |
| 2022 | 533 | $4.7M | $248,347 | $61,469 |
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 |
|---|---|---|---|---|
| SUTTON FROST CARY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SUTTON FROST CARY LLP — 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 | $26,089 | — | $26,089 | — | — |
| 2023 | $17,949 | — | $17,949 | — | — |
| 2022 | $3,136 | — | $3,136 | — | — |