# Goodwill Of Colorado 403(b) Plan
Source: https://planprovider.pro/companies/goodwill-of-colorado-403b-plan

> Goodwill Of Colorado's 403(b) plan: 3,268 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Goodwill Of Colorado

- **Sponsor EIN:** 840513404

- **Sponsor Address:** 1460 GARDEN OF THE GODS ROAD, COLORADO SPRINGS, CO, 809073414

- **Plan Type:** 403(b)

- **Total Participants:** 3,268

- **Total Assets:** $17.6M

## 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.|

| 2024|3,268|$17.6M|$1.7M|$1.1M|

| 2023|3,330|$15.0M|$1.6M|$820,324|

| 2022|3,296|$12.7M|$1.4M|$797,182|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$115,129|—|$115,129|

| IMA ADVISORY SERVICES, INC.|INVESTMENT ADVISORY|$34,973|$27|$35,000|

| STOCKMAN KAST RYAN & CO, LLP|Auditor|$10,112|—|$10,112|

| GOODWILL OF COLORADO|ACCOUNTANT|$7,217|—|$7,217|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [IMA ADVISORY SERVICES, INC.](https://planprovider.pro/provider/ima-wealth) — INVESTMENT ADVISORY

- [STOCKMAN KAST RYAN & CO, LLP](https://planprovider.pro/provider/stockman-kast-ryan-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $167,458

- **Estimated Expense Ratio:** 0.951% 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|

| 2024|$160,219|$34,978|$115,129|$10,112|—|

| 2023|$139,475|$34,975|$98,785|$5,715|—|

| 2022|$138,600|$34,930|$90,106|—|$13,564|

## Similar Plans

- [The Navigators](https://planprovider.pro/companies/the-navigators-403b-plan) — 2,280 participants

- [Management Solutions, INC.](https://planprovider.pro/companies/management-solutions-inc-401k-plan) — 1,746 participants

- [Junior Achievement Usa](https://planprovider.pro/companies/junior-achievement-usa-401k-plan) — 989 participants

- [Focus On The Family](https://planprovider.pro/companies/focus-on-the-family-403b-plan) — 678 participants

- [The Colorado Coalition For The Homeless](https://planprovider.pro/companies/the-colorado-coalition-for-the-homeless-403b-plan) — 671 participants

- [Salud Family Health, INC.](https://planprovider.pro/companies/salud-family-health-inc-403b-plan) — 650 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/goodwill-of-colorado-403b-plan)

© 2026 PlanProvider.Pro