# Goodwill Industries Of Orange County, California 403(b) Plan
Source: https://planprovider.pro/companies/goodwill-industries-of-orange-county-california-plan

> Goodwill Industries Of Orange County, California's 403(b) plan: 1,574 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [BEACON POINTE ADVISORS LLC](https://planprovider.pro/provider/beacon-pointe-advisors-llc) — INVESTMENT ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

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