Plan Snapshot
- Plan Sponsor: Goodwill Industries Of The Valleys, INC.
- Sponsor EIN: 540884014
- Sponsor Address: 2502 MELROSE AVENUE NW, ROANOKE, VA, 24017
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 815
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 815 | $0 | $0 | $0 |
| 2023 | 893 | $0 | $0 | $0 |
| 2022 | 400 | $0 | $0 | $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 |
|---|---|---|---|---|
| HEALTHIEST YOU | Other Service Provider | $102,910 | — | $102,910 |
| MARSH & MCLENNAN AGENCY LLC | Investment Advisor | $7,949 | — | $7,949 |
| BUSINESS SOLUTIONS INC | Investment Advisor | $7,488 | — | $7,488 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,347
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |