Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Hawaii, INC.
- Sponsor EIN: 996001264
- Sponsor Address: 2610 KILIHAU STREET, HONOLULU, HI, 968192020
- Plan Type: 401(k)
- Total Participants: 389
- Total Assets: $6.2M
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 | 389 | $6.2M | $90,904 | $349,273 |
| 2023 | 356 | $5.8M | $83,664 | $353,191 |
| 2022 | 370 | $5.0M | $92,200 | $343,429 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $27,122 | $1,030 | $28,152 |
| LPL FINANCIAL CORPORATION RPCP | Other Service Provider | $23,221 | — | $23,221 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,373
- Estimated Expense Ratio: 0.823% 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 | $50,343 | $23,221 | $27,122 | — | — |
| 2023 | $45,910 | $20,220 | $25,690 | — | — |
| 2022 | $47,035 | — | $47,035 | — | — |