Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Hawaii, INC.
- Sponsor EIN: 996001264
- Sponsor Address: 2610 KILIHAU STREET, HONOLULU, HI, 96819
- Plan Type: DC
- Total Participants: 23
- Total Assets: $1.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 23 | $1.4M | $56,969 | $0 |
| 2023 | 31 | $1.3M | $69,651 | $0 |
| 2022 | 31 | $1.1M | $46,450 | $0 |
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 |
|---|---|---|---|---|
| KING, SHORES & PRESTON CPAS, LL | 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 | $33,172 | $6,893 | $26,279 | — | — |
| 2023 | $46,136 | — | $40,238 | — | — |
| 2022 | $13,655 | — | $13,655 | — | — |