Plan Snapshot
- Plan Sponsor: Goodwill Industries Suncoast, INC.
- Sponsor EIN: 590718492
- Sponsor Address: P.O. BOX 14456, ST. PETERSBURG, FL, 337334456
- Plan Type: 403(b)
- Total Participants: 969
- Total Assets: $18.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 969 | $18.3M | $402,110 | $771,120 |
| 2023 | 1,027 | $16.4M | $381,142 | $714,271 |
| 2022 | 968 | $14.3M | $374,442 | $728,705 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
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 | $64,420 | — | — | — | — |
| 2023 | $56,239 | — | — | — | — |
| 2022 | $42,484 | — | $42,484 | — | — |