Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Michiana, INC.
- Sponsor EIN: 351093073
- Sponsor Address: 1805 W WESTERN AVE, SOUTH BEND, IN, 466193519
- Plan Type: 403(b)
- Total Participants: 671
- Total Assets: $14.3M
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 | 671 | $14.3M | $882,175 | $837,231 |
| 2023 | 736 | $13.6M | $932,868 | $847,455 |
| 2022 | 715 | $11.2M | $734,878 | $748,978 |
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 |
|---|---|---|---|---|
| KRUGGEL, LAWTON & COMPANY.LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRUGGEL, LAWTON & COMPANY.LLC — Auditor
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 | $180,711 | — | $180,711 | — | — |
| 2023 | $139,147 | — | $139,147 | — | — |
| 2022 | $157,092 | $118,843 | $38,249 | — | — |