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: 403(b)
- Total Participants: 4,935
- Total Assets: $31.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 4,935 | $31.1M | $0 | $5.2M |
| 2023 | 4,962 | $25.1M | $0 | $4.6M |
| 2022 | 4,304 | $19.6M | $0 | $3.9M |
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 | $124,191 | $16,630 | $107,561 | — | — |
| 2023 | $93,304 | $17,749 | $75,555 | — | — |
| 2022 | $254,991 | $4,178 | $201,400 | — | $49,413 |