# Goodwin Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/goodwin-management-inc-401k-plan

> Goodwin Management, INC.'s 401(k) plan: 501 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Goodwin Management, INC.

- **Sponsor EIN:** 742474197

- **Sponsor Address:** 11950 JOLLYVILLE ROAD, AUSTIN, TX, 78759

- **Plan Type:** 401(k)

- **Total Participants:** 501

- **Total Assets:** $5.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|501|$5.0M|$0|$1.4M|

| 2023|475|$3.6M|$104|$1.1M|

| 2022|421|$2.5M|$0|$878,641|

## 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|

| ALERUS FINANCIAL, N.A.|NONE|$39,430|—|$39,430|

| PW PARTNERS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — NONE

- [PW PARTNERS, LLC](https://planprovider.pro/provider/pw-partners-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,430

- **Estimated Expense Ratio:** 0.787% 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|$39,359|—|—|—|—|

| 2023|$35,211|—|—|—|—|

| 2022|$23,028|—|—|—|—|

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