Plan Snapshot
- Plan Sponsor: Goodwill Of Southwestern Pennsylvania
- Sponsor EIN: 251098928
- Sponsor Address: 118 52ND STREET, PITTSBURGH, PA, 152012593
- Plan Type: 403(b)
- Total Participants: 1,275
- Total Assets: $12.9M
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 | 1,275 | $12.9M | $149,591 | $879,105 |
| 2023 | 1,055 | $11.5M | $105,248 | $658,691 |
| 2022 | 1,242 | $11.8M | $82,193 | $506,494 |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS, 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 | $24,778 | — | $24,778 | — | — |
| 2023 | $22,515 | — | $22,515 | — | — |
| 2022 | $19,019 | — | $19,019 | — | — |