# Goodwill Industries Of Southeastern Wisconsin, INC. 401(k) Plan
Source: https://planprovider.pro/companies/goodwill-industries-of-southeastern-wisconsin-inc-390808491-502

> Goodwill Industries Of Southeastern Wisconsin, INC.'s 401(k) plan: 652 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Goodwill Industries Of Southeastern Wisconsin, INC.

- **Sponsor EIN:** 390808491

- **Sponsor Address:** 6055 N 91ST, MILWAUKEE, WI, 53225

- **Plan Type:** 401(k)

- **Plan Number:** 502

- **Total Participants:** 652

- **Total Assets:** $1.7M

## 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.|

| 2025|652|$1.7M|$0|$0|

| 2024|601|$1.0M|$3.8M|$6,610|

| 2023|576|$549,233|$3.5M|$15,697|

| 2022|529|$538,115|$3.3M|$22,613|

## 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|

| FCE BENEFIT ADMINISTRATORS, INC.|Other Service Provider|$203,326|—|$203,326|

| TRUST MANAGEMENT SERVICES|Other Service Provider|$32,149|—|$32,149|

| CLIFTONLARSONALLEN LLP|Other Service Provider|$24,150|—|$24,150|

| FIRST HEALTH GROUP CORP|Other Service Provider|$12,637|—|$12,637|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $272,262

- **Estimated Expense Ratio:** 15.901% 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|

| 2025|$3,518,983|—|$203,326|$24,150|—|

| 2024|$274,330|—|$159,052|$23,100|—|

| 2023|$323,764|$26,899|$240,959|$21,258|—|

| 2022|$323,470|$25,462|$242,311|—|$20,475|

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