Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Southeastern Wisconsin, INC.
- Sponsor EIN: 390808491
- Sponsor Address: 6055 N 91ST STREET, MILWAUKEE, WI, 53225
- Plan Type: 403(b)
- Total Participants: 6,652
- Total Assets: $29.9M
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 | 6,652 | $29.9M | $0 | $3.2M |
| 2023 | 10,689 | $26.2M | $0 | $3.1M |
| 2022 | 9,997 | $21.9M | $0 | $3.0M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $71,501 | — | $71,501 |
| MORGAN STANLEY | CONSULTANT | $12,048 | — | $12,048 |
| CLIFTON LARSON ALLEN LLP | AUDITOR | $11,970 | — | $11,970 |
| ROBERT W BAIRD INC. | CONSULTANT | $7,943 | — | $7,943 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- MORGAN STANLEY — CONSULTANT
- CLIFTON LARSON ALLEN LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,462
- Estimated Expense Ratio: 0.346% 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 | $104,325 | $20,339 | — | $11,970 | — |
| 2023 | $83,995 | $16,482 | — | $7,350 | — |
| 2022 | $86,881 | $15,524 | — | — | — |