Plan Snapshot
- Plan Sponsor: Goodwill Of North Georgia, INC
- Sponsor EIN: 208351046
- Sponsor Address: 2201 LAWRENCEVILLE HWY, DECATUR, GA, 300333128
- Plan Type: 403(b)
- Total Participants: 3,514
- Total Assets: $27.9M
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 | 3,514 | $27.9M | $1.5M | $2.2M |
| 2023 | 3,394 | $24.4M | $1.4M | $1.9M |
| 2022 | 3,083 | $21.3M | $1.2M | $1.9M |
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 |
|---|---|---|---|---|
| SMITH AND HOWARD | Auditor | — | — | $0 |
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 | $26,634 | — | $26,634 | — | — |
| 2023 | $27,861 | — | $27,861 | — | — |
| 2022 | $36,172 | $15,585 | $20,587 | — | — |