Plan Snapshot
- Plan Sponsor: Heart Of Texas Goodwill Industries INC.
- Sponsor EIN: 741238443
- Sponsor Address: 1700 S NEW RD, WACO, TX, 76711
- Plan Type: 403(b)
- Total Participants: 444
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 444 | $1.5M | $50,782 | $85,186 |
| 2023 | 303 | $1.4M | $66,355 | $114,852 |
| 2022 | 399 | $1.3M | $61,617 | $106,029 |
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 |
|---|---|---|---|---|
| PATTILLO BROWN & HILL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PATTILLO BROWN & HILL 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 | $9,012 | $5,835 | $3,177 | — | — |
| 2023 | $13,353 | $5,483 | $7,870 | — | — |
| 2022 | $94 | — | $94 | — | — |