Plan Snapshot
- Plan Sponsor: Goodwill Industries Of The Southern Piedmont, INC.
- Sponsor EIN: 560844639
- Sponsor Address: 5301 WILKINSON BLVD, CHARLOTTE, NC, 282085455
- Plan Type: DC
- Total Participants: 1,235
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,235 | $15.4M | $947,899 | $1.6M |
| 2023 | 1,376 | $12.9M | $844,614 | $1.3M |
| 2022 | 1,405 | $9.9M | $629,432 | $962,135 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $135,570 | $14,654 | $120,916 | — | — |
| 2023 | $96,573 | — | $96,573 | — | — |
| 2022 | $92,014 | — | $92,014 | — | — |