# Goodwill Industries Of Southwest Florida DC Plan
Source: https://planprovider.pro/companies/goodwill-southwest-florida-plan

> Goodwill Industries Of Southwest Florida's DC plan: 1,105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Goodwill Industries Of Southwest Florida

- **Sponsor EIN:** 596196141

- **Sponsor Address:** 5100 TICE ST, FORT MYERS, FL, 339055203

- **Plan Type:** DC

- **Total Participants:** 1,105

- **Total Assets:** $5.5M

## 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|1,105|$5.5M|$0|$562,122|

| 2023|1,101|$4.9M|$0|$437,348|

| 2022|635|$4.2M|$0|$323,717|

## 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|

| MUTUAL OF AMERICA SEC. CORP LLC|RECORD KEEPER|$31,051|—|$31,051|

| BDO USA P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,051

- **Estimated Expense Ratio:** 0.569% 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|$31,051|—|—|—|—|

| 2023|$591|—|—|—|—|

| 2022|$3,267|—|—|—|—|

## Similar Plans

- [Pga Tour, INC.](https://planprovider.pro/companies/pga-tour-inc-plan-001) — 1,126 participants

- [Jewish Federation Of South Palm Beach County, INC.](https://planprovider.pro/companies/jewish-federation-of-south-palm-beach-county-inc-401k-plan) — 892 participants

- [The Moorings, Incorporated](https://planprovider.pro/companies/the-moorings-incorporated-403b-plan) — 853 participants

- [Goodwill Industries-Manasota, INC.](https://planprovider.pro/companies/goodwill-industries-manasota-inc-401k-plan) — 1,500 participants

- [Gulfstream Goodwill Industries](https://planprovider.pro/companies/gulfstream-goodwill-industries-inc-plan-004) — 679 participants

- [Lifelink Foundation, INC.](https://planprovider.pro/companies/lifelink-foundation-inc-plan-001) — 528 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/goodwill-southwest-florida-plan)

© 2026 PlanProvider.Pro