Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Middle Georgia
- Sponsor EIN: 581249683
- Sponsor Address: 5171 EISENHOWER PARKWAY, MACON, GA, 31206
- Plan Type: 401(k)
- Total Participants: 1,291
- Total Assets: $7.5M
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 | 1,291 | $7.5M | $465,822 | $593,855 |
| 2023 | 510 | $6.1M | $402,072 | $507,232 |
| 2022 | 517 | $5.3M | $360,249 | $469,938 |
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 | $16,014 | — | $16,014 | — | — |
| 2023 | $54,703 | $5,509 | $8,780 | — | — |
| 2022 | $51,449 | $4,979 | $2,961 | — | $43,009 |