Plan Snapshot
- Plan Sponsor: Southern Oregon Goodwill Industries INC
- Sponsor EIN: 930564141
- Sponsor Address: 11 W JACKSON STREET, MEDFORD, OR, 975012332
- Plan Type: 401(k)
- Total Participants: 322
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 322 | $2.9M | $165,153 | $300,313 |
| 2023 | 340 | $2.3M | $150,629 | $277,680 |
| 2022 | 328 | $1.8M | $121,260 | $243,363 |
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 |
|---|---|---|---|---|
| KDP CERTIFIED PUBLIC ACCOUNTANTSLLP | Auditor | — | — | $0 |
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 | $496 | $496 | — | — | — |
| 2023 | $1,875 | $1,875 | — | — | — |
| 2022 | $600 | $600 | — | — | — |