Plan Snapshot
- Plan Sponsor: Mers/Missouri Goodwill Industries
- Sponsor EIN: 430652657
- Sponsor Address: 1727 LOCUST ST, ST LOUIS, MO, 63103
- Plan Type: DC
- Total Participants: 1,318
- Total Assets: $13.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,318 | $13.8M | $1.1M | $0 |
| 2023 | 6,084 | $12.5M | $1.5M | $0 |
| 2022 | 4,769 | $10.6M | $1.5M | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $32,528 | $27,397 | $5,131 | — | — |
| 2023 | $23,165 | $22,272 | $893 | — | — |
| 2022 | $8,679 | — | $8,679 | — | — |