Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Southeast Louisiana, INC
- Sponsor EIN: 720546906
- Sponsor Address: 3400 TULANE AVENUE, SUITE 1000, NEW ORLEANS, LA, 70119
- Plan Type: 401(k)
- Total Participants: 842
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 842 | $1.9M | $50,780 | $289,155 |
| 2023 | 773 | $1.5M | $63,957 | $257,434 |
| 2022 | 701 | $1.3M | $56,106 | $277,304 |
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 |
|---|---|---|---|---|
| LAPORTE CPA & BUSINESS ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPORTE CPA & BUSINESS ADVISORS — Auditor
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 | $39,379 | — | — | — | — |
| 2023 | $29,064 | — | — | — | — |
| 2022 | $36,112 | $12,077 | $23,549 | — | — |