Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Kentucky, INC.
- Sponsor EIN: 610475284
- Sponsor Address: 2820 W BROADWAY, LOUISVILLE, KY, 40211
- Plan Type: 403(b)
- Total Participants: 2,250
- Total Assets: $21.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,250 | $21.7M | $1.3M | $2.0M |
| 2023 | 2,064 | $18.4M | $1.2M | $1.8M |
| 2022 | 1,878 | $14.8M | $1.1M | $1.6M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $75,747 | — | — | — | — |
| 2023 | $59,621 | — | — | — | — |
| 2022 | $55,536 | — | — | — | — |