# Goodwill Industries Of The Southern Piedmont, INC. DC Plan
Source: https://planprovider.pro/companies/goodwill-industries-of-the-southern-piedmont-inc-plan-001

> Goodwill Industries Of The Southern Piedmont, INC.'s DC plan: 1,235 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 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$120,916|—|$120,916|

| NFP RETIREMENT INC.|INVESTMENT ADVISORY|$14,654|$14|$14,668|

| CHERRY BEKAERT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $135,584

- **Estimated Expense Ratio:** 0.881% 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|$135,570|$14,654|$120,916|—|—|

| 2023|$96,573|—|$96,573|—|—|

| 2022|$92,014|—|$92,014|—|—|

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