Plan Snapshot
- Plan Sponsor: Goodwill Specialty Services, INC.
- Sponsor EIN: 470818929
- Sponsor Address: 4805 NORTH 72ND STREET, OMAHA, NE, 68134
- Plan Type: DC
- Total Participants: 123
- Total Assets: $5.7M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123 | $5.7M | $377,354 | $0 |
| 2023 | 724 | $5.4M | $355,815 | $0 |
| 2022 | 716 | $4.5M | $326,684 | $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 |
|---|---|---|---|---|
| HBE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HBE, LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $75,771 | $85 | $74,942 | — | — |
| 2023 | $32,380 | — | $32,380 | — | — |
| 2022 | $32,141 | — | $32,141 | — | — |