Plan Snapshot
- Plan Sponsor: Goodwill Industries Of The Columbia Willamette
- Sponsor EIN: 930386840
- Sponsor Address: 1943 SE 6TH AVE, PORTLAND, OR, 97214
- Plan Type: 401(k)
- Total Participants: 1,818
- Total Assets: $81.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,818 | $81.1M | $5.7M | $0 |
| 2023 | 1,696 | $72.9M | $5.1M | $0 |
| 2022 | 1,524 | $61.3M | $4.6M | $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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $143,117 | — | $143,117 |
| JARRARD, SEIBERT, POLLARD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- JARRARD, SEIBERT, POLLARD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $143,117
- Estimated Expense Ratio: 0.176% 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 | $24,472 | — | $24,472 | — | — |
| 2023 | $21,472 | — | $21,472 | — | — |
| 2022 | $29,674 | — | $29,674 | — | — |