Plan Snapshot
- Plan Sponsor: Goodwill Services INC
- Sponsor EIN: 541821538
- Sponsor Address: 6301 MIDLOTHIAN TPKE, RICHMOND, VA, 232255707
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 111
- Total Assets: $124,015
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 111 | $124,015 | $0 | $0 |
| 2024 | 97 | $226,306 | $836,051 | $0 |
| 2023 | 96 | $3,354 | $3,354 | $0 |
| 2022 | 89 | $1.9M | $1.4M | $0 |
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 |
|---|---|---|---|---|
| BAS PARTNERS LLC | 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 |
|---|---|---|---|---|---|
| 2025 | $1,259,402 | — | — | — | — |
| 2024 | $1,177,664 | — | — | — | — |
| 2023 | $3,354 | — | — | — | — |
| 2022 | $224,468 | — | $34,746 | — | $189,399 |