Plan Snapshot
- Plan Sponsor: Goodwill Industries Of North Florida, INC.
- Sponsor EIN: 590637858
- Sponsor Address: 4527 LENOX AVE, JACKSONVILLE, FL, 322055417
- Plan Type: 403(b)
- Total Participants: 835
- Total Assets: $3.5M
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 | 835 | $3.5M | $111,068 | $451,583 |
| 2023 | 2,181 | $2.8M | $113,030 | $394,813 |
| 2022 | 1,209 | $2.7M | $79,678 | $339,254 |
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 |
|---|---|---|---|---|
| SMOAK, DAVIS & NIXON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMOAK, DAVIS & NIXON 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 | $4,266 | — | $4,266 | — | — |
| 2023 | $2,541 | — | $2,541 | — | — |
| 2022 | $2,617 | — | $2,617 | — | — |