Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Southwestern Michigan, INC.
- Sponsor EIN: 381558550
- Sponsor Address: 420 EAST ALCOTT STREET, KALAMAZOO, MI, 49001
- Plan Type: 403(b)
- Total Participants: 250
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 250 | $2.1M | $88,297 | $174,524 |
| 2023 | 256 | $2.2M | $98,859 | $177,804 |
| 2022 | 247 | $2.2M | $95,614 | $173,292 |
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 |
|---|---|---|---|---|
| SEBER TANS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SEBER TANS — Auditor
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 | $3,755 | — | — | — | — |
| 2023 | $2,799 | — | — | — | — |
| 2022 | $2,270 | — | $2,270 | — | — |