Plan Snapshot
- Plan Sponsor: Goodwill Industries Of San Antonio Contract Services
- Sponsor EIN: 460688991
- Sponsor Address: 406 WEST COMMERCE STREET, SAN ANTONIO, TX, 78207
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 1,555
- Total Assets: $363,420
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,555 | $363,420 | $5.6M | $560,363 |
| 2023 | 603 | $782,700 | $4.5M | $504,895 |
| 2022 | 1,359 | $1.2M | $4.2M | $536,000 |
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 |
|---|---|---|---|---|
| BCBSTX HEALTH CARE SERVICE CORP A | Other Service Provider | $638,039 | — | $638,039 |
| GSA NATIONAL | Recordkeeper | $177,045 | — | $177,045 |
| BAKER TILLY US, LLP | Auditor | $49,350 | — | $49,350 |
| TRIA HEALTH | Other Service Provider | $27,048 | — | $27,048 |
| BDO USA LLP | Auditor | $21,258 | — | $21,258 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
- BDO USA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $912,740
- Estimated Expense Ratio: 251.153% 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 | $1,389,801 | — | $1,340,451 | $49,350 | — |
| 2023 | $915,561 | — | $659,886 | $31,775 | — |
| 2022 | $886,352 | — | — | — | $886,352 |