Plan Snapshot
- Plan Sponsor: Gulfstream Goodwill Industries
- Sponsor EIN: 591197040
- Sponsor Address: 1715 TIFFANY DR E, WEST PALM BEACH, FL, 33407
- Plan Type: 401(k)
- Total Participants: 679
- Total Assets: $8.4M
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 | 679 | $8.4M | $190,198 | $344,804 |
| 2023 | 751 | $8.9M | $361,447 | $714,694 |
| 2022 | 1,152 | $7.7M | $257,647 | $520,970 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $83,531 | — | — | — | — |
| 2023 | $95,101 | $4,098 | — | — | — |
| 2022 | $7,595 | — | — | — | — |