Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Middle Tennessee, INC.
- Sponsor EIN: 620599413
- Sponsor Address: 937 HERMAN STREET, NASHVILLE, TN, 372083147
- Plan Type: 401(k)
- Total Participants: 1,343
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,343 | $9.8M | $782,613 | $1.1M |
| 2023 | 1,043 | $7.8M | $632,370 | $963,155 |
| 2022 | 1,077 | $6.1M | $249,984 | $759,251 |
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 |
|---|---|---|---|---|
| BLANKENSHIP CPA GROUP, PLLC | 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 | $69,126 | — | $69,126 | — | — |
| 2023 | $50,826 | — | $50,826 | — | — |
| 2022 | $54,431 | — | $44,060 | — | — |