Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Northern Illinois And Wisconsin Stateline Area
- Sponsor EIN: 362167846
- Sponsor Address: 850 N CHURCH ST, ROCKFORD, IL, 61103
- Plan Type: 401(k)
- Total Participants: 425
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 425 | $2.7M | $120,566 | $379,263 |
| 2023 | 372 | $1.9M | $109,941 | $267,851 |
| 2022 | 324 | $1.3M | $69,116 | $194,847 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — 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 | $28,662 | — | $28,662 | — | — |
| 2023 | $6,007 | — | — | — | — |
| 2022 | $341 | — | — | — | $341 |