Plan Snapshot
- Plan Sponsor: Goodwill Of Central And Southern Indiana INC.
- Sponsor EIN: 350893506
- Sponsor Address: 1635 W MICHIGAN ST, INDIANAPOLIS, IN, 46222
- Plan Type: 401(k)
- Total Participants: 2,855
- Total Assets: $24.1M
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 | 2,855 | $24.1M | $4.0M | $0 |
| 2023 | 2,706 | $19.8M | $3.6M | $0 |
| 2022 | 2,433 | $15.7M | $3.1M | $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 |
|---|---|---|---|---|
| BLUE & CO. LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO. LLC — 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 | $28,455 | $12,865 | $15,590 | — | — |
| 2023 | $19,654 | $13,734 | $5,920 | — | — |
| 2022 | $129,021 | $3,198 | $61,523 | — | $64,300 |