Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Fort Worth INC.
- Sponsor EIN: 750868393
- Sponsor Address: 4200 AIRPORT FREEWAY, FORT WORTH, TX, 76117
- Plan Type: 401(k)
- Total Participants: 381
- Total Assets: $9.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 381 | $9.0M | $674,004 | $516,245 |
| 2023 | 367 | $8.6M | $562,777 | $508,666 |
| 2022 | 300 | $7.0M | $547,244 | $446,720 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $12,005 | — | $12,005 |
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,005
- Estimated Expense Ratio: 0.134% 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 | $16,491 | $4,486 | — | — | — |
| 2023 | $19,799 | $3,237 | — | — | — |
| 2022 | $10,243 | — | $10,243 | — | — |