Plan Snapshot
- Plan Sponsor: Goodwill Industries Of Sacramento Valley & Northern Nevada INC.
- Sponsor EIN: 941201202
- Sponsor Address: 8001 FOLSOM BLVD STE 200, SACRAMENTO, CA, 95826
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 1,846
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 1,846 | $3.9M | $0 | $0 |
| 2024 | 1,822 | $3.6M | $227,392 | $410,216 |
| 2023 | 117 | $3.1M | $208,013 | $432,393 |
| 2022 | 97 | $3.4M | $153,226 | $308,699 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $967 | $28,376 | $29,343 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,343
- Estimated Expense Ratio: 0.755% 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 |
|---|---|---|---|---|---|
| 2025 | $471,627 | $1,091 | $907 | — | — |
| 2024 | $2,232 | — | $2,232 | — | — |
| 2023 | $1,245 | — | — | — | — |
| 2022 | $960 | — | — | — | — |