Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Lubbock, INC.
- Sponsor EIN: 741245440
- Sponsor Address: 715 28TH STREET, LUBBOCK, TX, 79404
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $1.2M
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 | 149 | $1.2M | $109,511 | $161,530 |
| 2023 | 133 | $958,304 | $99,710 | $142,064 |
| 2022 | 128 | $664,216 | $86,250 | $121,154 |
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 |
|---|---|---|---|---|
| BOLINGER, SEGARS, GILBERT AND MOSS | 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 | $11,131 | $4,844 | $6,182 | — | — |
| 2023 | $7,305 | $3,660 | $3,645 | — | — |
| 2022 | $5,774 | $2,724 | $2,945 | — | — |