Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Erie, Huron, Ottawa And Sandusky Counties, INC.
- Sponsor EIN: 341113714
- Sponsor Address: 419 W. MARKET STREET, SANDUSKY, OH, 44870
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $1.1M
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 | 189 | $1.1M | $74,064 | $137,636 |
| 2023 | 195 | $890,580 | $48,911 | $125,802 |
| 2022 | 189 | $681,237 | $45,504 | $103,345 |
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 |
|---|---|---|---|---|
| BARNES WENDLING CPAS LLC | 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 | $6,043 | — | $6,043 | — | — |
| 2023 | $4,145 | — | $4,145 | — | — |
| 2022 | $3,133 | — | $3,133 | — | — |