# Goodwill Industries Of The Columbia Willamette 401(k) Plan
Source: https://planprovider.pro/companies/goodwill-industries-of-the-columbia-willamette-401k-plan

> Goodwill Industries Of The Columbia Willamette&#39;s 401(k) plan: 1,818 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 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [JARRARD, SEIBERT, POLLARD](https://planprovider.pro/provider/jarrard-seibert-pollard-and-co-llc) — 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|—|—|

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