Plan Snapshot
- Plan Sponsor: The Goodheart-Willcox Company, INC.
- Sponsor EIN: 362135994
- Sponsor Address: 18604 WEST CREEK DRIVE, TINLEY PARK, IL, 604776243
- Plan Type: 401(k)
- Total Participants: 190
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 190 | $12.2M | $0 | $0 |
| 2024 | 180 | $8.8M | $0 | $0 |
| 2023 | 170 | $6.1M | $0 | $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 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US 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 |
|---|---|---|---|---|---|
| 2025 | $825 | — | $825 | — | — |
| 2024 | $975 | — | $975 | — | — |
| 2023 | $975 | — | $975 | — | — |