Plan Snapshot
- Plan Sponsor: Goodwill Industries Of The Gulf Coast, INC.
- Sponsor EIN: 630363472
- Sponsor Address: 2440 GORDON SMITH DRIVE, MOBILE, AL, 36617
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $4.5M
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 | 337 | $4.5M | $301,532 | $411,478 |
| 2023 | 312 | $3.7M | $215,471 | $361,011 |
| 2022 | 300 | $3.3M | $186,585 | $298,751 |
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 |
|---|---|---|---|---|
| SMITH, DUKES, & BUCKALEW, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH, DUKES, & BUCKALEW, LLP — 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 | $46,593 | — | $8,740 | — | — |
| 2023 | $37,668 | — | $6,530 | — | — |
| 2022 | $35,246 | $6,906 | $28,340 | — | — |