Plan Snapshot
- Plan Sponsor: Goodwill Industries Of West Michigan, INC.
- Sponsor EIN: 381357148
- Sponsor Address: 271 E. APPLE AVE., MUSKEGON, MI, 494423408
- Plan Type: 401(k)
- Total Participants: 355
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 355 | $9.3M | $648,518 | $421,365 |
| 2023 | 271 | $8.1M | $630,533 | $437,356 |
| 2022 | 223 | $6.8M | $515,615 | $415,552 |
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 |
|---|---|---|---|---|
| REHMANN ROBSON LLC | 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 | $88,267 | — | $88,267 | — | — |
| 2023 | $62,069 | — | $62,069 | — | — |
| 2022 | $76,135 | — | $76,135 | — | — |