# Goodwill Industries Of Southeastern Wisconsin, INC. DC Plan
Source: https://planprovider.pro/companies/goodwill-industries-of-southeastern-wisconsin-inc-plan-001

> Goodwill Industries Of Southeastern Wisconsin, INC.'s DC plan: 1,996 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:** 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [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:** $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|

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