# Goodwill Services INC Health & Welfare Plan
Source: https://planprovider.pro/companies/goodwill-services-inc-541821538-502

> Goodwill Services INC's Health & Welfare plan: 111 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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