Plan Snapshot
- Plan Sponsor: Goodwill Industries Of East
- Sponsor EIN: 751478918
- Sponsor Address: 409 W LOCUST ST, TYLER, TX, 757025644
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $2.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 125 | $2.0M | $72,133 | $200,112 |
| 2023 | 133 | $1.8M | $63,579 | $185,815 |
| 2022 | 150 | $1.5M | $60,347 | $169,346 |
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 |
|---|---|---|---|---|
| GOLLOB MORGAN PEDDY PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLLOB MORGAN PEDDY PC — 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 | $2,610 | — | — | — | — |
| 2023 | $1,676 | — | — | — | — |
| 2022 | $1,586 | — | — | — | — |