Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Souther
- Sponsor EIN: 237431264
- Sponsor Address: 432 WASHINGTON AVE, NORTH HAVEN, CT, 064731309
- Plan Type: 401(k)
- Total Participants: 904
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 904 | $10.2M | $207,692 | $422,853 |
| 2023 | 870 | $9.1M | $189,421 | $370,195 |
| 2022 | 655 | $7.4M | $172,907 | $301,782 |
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 |
|---|---|---|---|---|
| FIONDELLA, MILONE & LASARACINA LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,672 | — | — | — | — |
| 2023 | $1,238 | — | — | — | — |
| 2022 | $1,420 | — | — | — | — |