Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Southeastern Wisconsin, INC.
- Sponsor EIN: 390808491
- Sponsor Address: 6055 N 91ST STREET, MILWAUKEE, WI, 53225
- Plan Type: DC
- Total Participants: 1,996
- Total Assets: $55.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,996 | $55.4M | $5.5M | $0 |
| 2023 | 1,939 | $49.4M | $5.3M | $0 |
| 2022 | 1,764 | $42.7M | $4.8M | $0 |
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 | RECORDKEEPER | $144,182 | — | $144,182 |
| MORGAN STANLEY | CONSULTANT | $36,236 | — | $36,236 |
| ROBERT W BAIRD, INC. | CONSULTANT | $16,738 | — | $16,738 |
| CLIFTON LARSON ALLEN LLP | AUDITOR | $14,490 | — | $14,490 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- 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: $211,646
- Estimated Expense Ratio: 0.382% 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 | $211,646 | $52,974 | — | $14,490 | — |
| 2023 | $173,356 | $35,835 | — | $17,850 | — |
| 2022 | $180,030 | $36,197 | — | — | $15,267 |