Plan Snapshot
- Plan Sponsor: Goodwill Industries Of South Mississippi
- Sponsor EIN: 640547585
- Sponsor Address: 11975 SEAWAY RD STE A140, GULFPORT, MS, 395036077
- Plan Type: 401(k)
- Total Participants: 753
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 753 | $3.0M | $366,390 | $73,228 |
| 2023 | 236 | $2.7M | $287,559 | $62,520 |
| 2022 | 242 | $2.9M | $533,351 | $76,125 |
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 |
|---|---|---|---|---|
| HARPER, RAINS, KNIGHT & COMPANY | 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 | $4,606 | — | $4,606 | — | — |
| 2023 | $1,569 | — | $250 | — | — |
| 2022 | $3,172 | — | — | — | — |