Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Northeast Texas, INC.
- Sponsor EIN: 751517836
- Sponsor Address: 2206 EAST LAMAR STREET, SHERMAN, TX, 75090
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 88 | $1.7M | $86,552 | $90,739 |
| 2023 | 208 | $1.7M | $95,199 | $105,641 |
| 2022 | 142 | $1.6M | $92,959 | $113,500 |
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 |
|---|---|---|---|---|
| VAIL & PARK, PC | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VAIL & PARK, PC — Independent 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 | — | — | — | — | — |
| 2023 | $12,557 | — | $12,557 | — | — |
| 2022 | $4,585 | — | $4,585 | — | — |