Plan Snapshot
- Plan Sponsor: Goodwill Industries Of North Central Wisconsin, INC.
- Sponsor EIN: 391144913
- Sponsor Address: 1800 APPLETON ROAD, MENASHA, WI, 549521110
- Plan Type: 401(k)
- Total Participants: 1,292
- Total Assets: $25.2M
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 | 1,292 | $25.2M | $822,302 | $1.2M |
| 2023 | 1,397 | $22.5M | $793,819 | $1.2M |
| 2022 | 1,290 | $18.9M | $635,338 | $976,335 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $111,086 | $95,718 | — | — | — |
| 2023 | $92,254 | $83,342 | — | — | — |
| 2022 | $86,839 | $79,051 | — | — | — |