Plan Snapshot
- Plan Sponsor: Goodwill Southern Los Angeles County
- Sponsor EIN: 951644017
- Sponsor Address: 800 W. PACIFIC COAST HIGHWAY, LONG BEACH, CA, 90806
- Plan Type: DC
- Total Participants: 366
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 366 | $1.9M | $315,680 | $484,089 |
| 2023 | 419 | $1.1M | $182,110 | $263,267 |
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 VANGUARD GROUP, INC. | NONE | $19,050 | — | $19,050 |
| TRILOGY CAPITAL INC | NONE | $9,215 | — | $9,215 |
| WINDES, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- WINDES, INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,265
- Estimated Expense Ratio: 1.454% 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 | $28,265 | $9,215 | $19,050 | — | — |
| 2023 | $2,887 | $1,610 | $1,277 | — | — |