Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Eastern
- Sponsor EIN: 560861003
- Sponsor Address: 4721 EMPEROR BLVD SUITE 260, DURHAM, NC, 27703
- Plan Type: 403(b)
- Total Participants: 341
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 341 | $12.9M | $441,611 | $305,611 |
| 2023 | 297 | $12.0M | $221,235 | $245,580 |
| 2022 | 255 | $11.1M | $210,786 | $213,775 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | Recordkeeper | $9,369 | — | $9,369 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,369
- Estimated Expense Ratio: 0.072% of plan assets
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 | $6,301 | — | — | — | — |
| 2023 | $2,665 | — | — | — | — |
| 2022 | $3,737 | — | $3,737 | — | — |