Plan Snapshot
- Plan Sponsor: Goodwill Industries Of The Chesapeake, INC.
- Sponsor EIN: 520591576
- Sponsor Address: 3700 KOPPERS ST STE 245, BALTIMORE, MD, 212271096
- Plan Type: DC
- Total Participants: 715
- Total Assets: $5.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 715 | $5.3M | $395,076 | $289,551 |
| 2023 | 587 | $5.2M | $344,152 | $285,434 |
| 2022 | 659 | $4.4M | $319,109 | $221,789 |
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 |
|---|---|---|---|---|
| ANDERSON,DAVIS AND ASSOCIATES, CPA | 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 | $5,616 | — | — | — | — |
| 2023 | $2,574 | — | — | — | — |
| 2022 | $34,857 | — | — | — | — |