Plan Snapshot
- Plan Sponsor: Goodwill Industries Of S New Jersey And Philadelphia
- Sponsor EIN: 210681239
- Sponsor Address: 2835 ROUTE 73, MAPLE SHADE, NJ, 08052
- Plan Type: 403(b)
- Total Participants: 1,024
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,024 | $2.7M | $0 | $256,676 |
| 2023 | 992 | $2.1M | $0 | $176,445 |
| 2022 | 994 | $1.7M | $0 | $145,801 |
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 |
|---|---|---|---|---|
| FISCHER DORWART, P.C. | Auditor | — | — | $0 |
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 | $32 | — | $32 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $859 | — | $859 | — | — |