Plan Snapshot
- Plan Sponsor: Goodwill Industries Of South Central Ohio
- Sponsor EIN: 310917970
- Sponsor Address: 10 S PAINT ST, CHILLICOTHE, OH, 45601
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $1.3M
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 | 274 | $1.3M | $96,222 | $131,083 |
| 2023 | 242 | $1.0M | $63,865 | $95,567 |
| 2022 | 218 | $809,196 | $55,728 | $87,639 |
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 |
|---|---|---|---|---|
| WHALEN & COMPANY, CPAS | 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 | $3,385 | — | — | — | — |
| 2023 | $2,380 | — | — | — | — |
| 2022 | $1,808 | — | — | — | — |