Plan Snapshot
- Plan Sponsor: The Goodheart-Willcox Company, INC.
- Sponsor EIN: 362135994
- Sponsor Address: 18604 WEST CREEK DRIVE, TINLEY PARK, IL, 60477
- Plan Type: DC
- Plan Number: 001
- Total Participants: 157
- Total Assets: $116.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 157 | $116.6M | $1.6M | $0 |
| 2023 | 156 | $98.3M | $1.1M | $0 |
| 2022 | 146 | $79.6M | $669,386 | $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 |
|---|---|---|---|---|
| RSM US LLP | 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 | — | — | — | — | — |
| 2023 | $5,155 | — | — | — | — |
| 2022 | $14,359 | — | $4,967 | — | — |