# Goodwill Industries Of Southeastern Wisconsin, INC. 403(b) Plan
Source: https://planprovider.pro/companies/goodwill-industries-of-southeastern-wisconsin-inc-403b-plan

> Goodwill Industries Of Southeastern Wisconsin, INC.'s 403(b) plan: 6,652 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — CONSULTANT

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|—|—|—|

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