Plan Snapshot
- Plan Sponsor: Goodwill Of Central And Northern Arizona
- Sponsor EIN: 860104415
- Sponsor Address: 2626 W. BERYL AVE., PHOENIX, AZ, 85021
- Plan Type: 401(k)
- Total Participants: 4,968
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 4,968 | $16.8M | $514,328 | $1.9M |
| 2023 | 4,815 | $14.5M | $408,378 | $1.8M |
| 2022 | 4,425 | $12.0M | $344,207 | $1.4M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $81,872 | — | $81,872 | — | — |
| 2023 | $80,714 | — | $80,714 | — | — |
| 2022 | $57,627 | — | $57,627 | — | — |