Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Northwest North Carolina, INC
- Sponsor EIN: 560588474
- Sponsor Address: PO BOX 4299, WINSTON SALEM, NC, 27115
- Plan Type: 403(b)
- Total Participants: 1,165
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,165 | $1.9M | $0 | $397,402 |
| 2023 | 1,084 | $2.9M | $0 | $369,509 |
| 2022 | 1,092 | $3.0M | $0 | $349,866 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $2,588 | $88 | $2,500 | — | — |
| 2023 | $69 | — | $69 | — | — |
| 2022 | $7,695 | $53 | $7,642 | — | — |