Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Orange County, California
- Sponsor EIN: 951644018
- Sponsor Address: 410 N FAIRVIEW ST, SANTA ANA, CA, 92703
- Plan Type: 403(b)
- Total Participants: 1,574
- Total Assets: $31.6M
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 | 1,574 | $31.6M | $688,895 | $1.6M |
| 2023 | 1,597 | $28.1M | $660,658 | $1.5M |
| 2022 | 1,297 | $23.8M | $575,053 | $1.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $103,997 | — | $103,997 |
| BEACON POINTE ADVISORS LLC | INVESTMENT ADVISOR | $45,072 | — | $45,072 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- BEACON POINTE ADVISORS LLC — INVESTMENT ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $149,069
- Estimated Expense Ratio: 0.471% of plan assets
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 | $150,644 | $45,072 | $1,575 | — | — |
| 2023 | $122,984 | $40,320 | $595 | — | — |
| 2022 | $79,188 | $32,344 | — | — | — |