Plan Snapshot
- Plan Sponsor: Goodwill Of The Finger Lakes, INC.
- Sponsor EIN: 274212702
- Sponsor Address: 422 SOUTH CLINTON AVEUNE, ROCHESTER, NY, 146201198
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 771
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 771 | $10.6M | $510,437 | $639,377 |
| 2023 | 757 | $9.5M | $621,693 | $580,951 |
| 2022 | 690 | $8.0M | $656,913 | $497,431 |
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 |
|---|---|---|---|---|
| THE AMERIFLEX GROUP | Other Service Provider | $23,951 | — | $23,951 |
| PROACCOUNT | Investment Advisor | $10,845 | — | $10,845 |
| RIMKUS MARCIANO & ASSOCIATES, INC | Investment Advisor | $6,761 | $1,515 | $8,276 |
| COMMONWEALTH FINANCIAL NETWORK | Investment Advisor | $7,214 | — | $7,214 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROACCOUNT — Investment Advisor
- COMMONWEALTH FINANCIAL NETWORK — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,286
- Estimated Expense Ratio: 0.474% 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 | $90,667 | — | $90,667 | — | — |
| 2023 | $111,116 | $33,168 | $52,924 | — | — |
| 2022 | $97,887 | $28,475 | $45,687 | — | $23,725 |